Okabena Investment 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 | $1.66M | Buy |
11,277
+268
| +2% | +$39.5K | 0.37% | 49 |
|
|
2025
Q1 | $1.44M | Buy |
11,009
+75
| +0.7% | +$9.83K | 0.36% | 53 |
|
|
2024
Q4 | $1.44M | Buy |
10,934
+666
| +6% | +$87.8K | 0.4% | 54 |
|
|
2024
Q3 | $1.39M | Hold |
10,268
| – | – | 0.39% | 53 |
|
|
2024
Q2 | $1.25M | Hold |
10,268
| – | – | 0.4% | 53 |
|
|
2024
Q1 | $1.29M | Hold |
10,268
| – | – | 0.43% | 58 |
|
|
2023
Q4 | $1.17M | Buy |
+10,268
| New | +$1.17M | 0.46% | 57 |
|
|
2023
Q3 | – | Sell |
-406
| Closed | -$43.6K | – | 155 |
|
|
2023
Q2 | $43.6K | Buy |
+406
| New | +$43.6K | 0.03% | 76 |
|