Oak Harbor Wealth Partners’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 | $14.8K | Hold |
100
| – | – | ﹤0.01% | 226 |
|
|
2025
Q1 | $13.1K | Hold |
100
| – | – | ﹤0.01% | 236 |
|
|
2024
Q4 | $13.2K | Hold |
100
| – | – | ﹤0.01% | 213 |
|
|
2024
Q3 | $13.5K | Sell |
100
-94
| -48% | -$12.7K | ﹤0.01% | 205 |
|
|
2024
Q2 | $23.6K | Hold |
194
| – | – | 0.01% | 197 |
|
|
2024
Q1 | $24.4K | Hold |
194
| – | – | 0.01% | 202 |
|
|
2023
Q4 | $22.1K | Buy |
194
+94
| +94% | +$10.7K | 0.01% | 202 |
|
|
2023
Q3 | $10.1K | Hold |
100
| – | – | ﹤0.01% | 208 |
|
|
2023
Q2 | $10.7K | Hold |
100
| – | – | ﹤0.01% | 220 |
|
|
2023
Q1 | $10.1K | Hold |
100
| – | – | ﹤0.01% | 211 |
|
|
2022
Q4 | $9.82K | Hold |
100
| – | – | ﹤0.01% | 204 |
|
|
2022
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 200 |
|
|
2022
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 206 |
|
|
2022
Q1 | $10K | Sell |
100
-112
| -53% | -$11.2K | ﹤0.01% | 221 |
|
|
2021
Q4 | $22K | Buy |
+212
| New | +$22K | 0.01% | 211 |
|