Novak & Powell Financial Services’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 | $313K | Buy |
2,120
+26
| +1% | +$3.84K | 0.22% | 100 |
|
|
2025
Q1 | $275K | Buy |
2,094
+61
| +3% | +$8K | 0.17% | 116 |
|
|
2024
Q4 | $268K | Buy |
2,033
+130
| +7% | +$17.1K | 0.16% | 115 |
|
|
2024
Q3 | $258K | Buy |
1,903
+25
| +1% | +$3.39K | 0.15% | 125 |
|
|
2024
Q2 | $229K | Buy |
1,878
+5
| +0.3% | +$609 | 0.14% | 129 |
|
|
2024
Q1 | $236K | Buy |
1,873
+5
| +0.3% | +$630 | 0.18% | 115 |
|
|
2023
Q4 | $213K | Buy |
+1,868
| New | +$213K | 0.14% | 133 |
|