Olistico Wealth’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 | $1.09M | Buy |
7,384
+20
| +0.3% | +$2.95K | 0.6% | 36 |
|
2025
Q1 | $965K | Sell |
7,364
-649
| -8% | -$85.1K | 0.6% | 38 |
|
2024
Q4 | $1.06M | Buy |
8,013
+32
| +0.4% | +$4.22K | 0.61% | 35 |
|
2024
Q3 | $1.08M | Buy |
7,981
+39
| +0.5% | +$5.28K | 0.66% | 32 |
|
2024
Q2 | $968K | Buy |
7,942
+50
| +0.6% | +$6.09K | 0.62% | 33 |
|
2024
Q1 | $994K | Buy |
7,892
+42
| +0.5% | +$5.29K | 0.72% | 32 |
|
2023
Q4 | $895K | Buy |
7,850
+28
| +0.4% | +$3.19K | 0.7% | 35 |
|
2023
Q3 | $793K | Hold |
7,822
| – | – | 0.71% | 38 |
|
2023
Q2 | $839K | Sell |
7,822
-60
| -0.8% | -$6.44K | 0.72% | 37 |
|
2023
Q1 | $798K | Buy |
7,882
+35
| +0.4% | +$3.54K | 0.76% | 32 |
|
2022
Q4 | $771K | Buy |
+7,847
| New | +$771K | 0.83% | 32 |
|