One Charles Private Wealth Services’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
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|
2025
Q1 | $647K | Sell |
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|
2024
Q4 | $656K | Sell |
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|
2024
Q3 | $710K | Sell |
|
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|
2024
Q2 | $664K | Buy |
|
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|
2024
Q1 | $596K | Buy |
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|
2023
Q4 | $526K | Buy |
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|
2023
Q3 | $267K | Sell |
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|
2023
Q2 | $317K | Buy |
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|
2023
Q1 | $246K | Buy |
|
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|
2022
Q4 | $209K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $385K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.1M | Buy |
|
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|
2021
Q3 | $880K | Buy |
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|
2021
Q2 | $780K | Buy |
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|
2021
Q1 | $595K | Buy |
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|
2020
Q4 | $221K | Buy |
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