Northstar Advisory Group’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
10,894
+1,173
| +12% | +$173K | 0.78% | 38 |
|
|
2025
Q1 | $1.27M | Sell |
9,721
-3,979
| -29% | -$522K | 0.83% | 36 |
|
|
2024
Q4 | $1.81M | Buy |
13,700
+5,122
| +60% | +$675K | 0.92% | 34 |
|
|
2024
Q3 | $1.16M | Sell |
8,578
-7,472
| -47% | -$1.01M | 0.6% | 45 |
|
|
2024
Q2 | $1.96M | Sell |
16,050
-18,046
| -53% | -$2.2M | 1.12% | 27 |
|
|
2024
Q1 | $4.28M | Buy |
34,096
+9,513
| +39% | +$1.19M | 2.59% | 10 |
|
|
2023
Q4 | $2.8M | Buy |
24,583
+17,424
| +243% | +$1.99M | 1.67% | 18 |
|
|
2023
Q3 | $726K | Buy |
+7,159
| New | +$726K | 0.53% | 41 |
|