Oxler Private 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 | $299K | Buy |
2,026
+6
| +0.3% | +$885 | 0.09% | 76 |
|
|
2025
Q1 | $265K | Sell |
2,020
-299
| -13% | -$39.2K | 0.09% | 76 |
|
|
2024
Q4 | $306K | Buy |
2,319
+12
| +0.5% | +$1.58K | 0.1% | 74 |
|
|
2024
Q3 | $312K | Buy |
2,307
+7
| +0.3% | +$948 | 0.11% | 74 |
|
|
2024
Q2 | $280K | Buy |
2,300
+8
| +0.3% | +$975 | 0.1% | 75 |
|
|
2024
Q1 | $289K | Sell |
2,292
-40
| -2% | -$5.04K | 0.11% | 76 |
|
|
2023
Q4 | $266K | Buy |
2,332
+20
| +0.9% | +$2.28K | 0.22% | 63 |
|
|
2023
Q3 | $235K | Sell |
2,312
-28
| -1% | -$2.85K | 0.12% | 84 |
|
|
2023
Q2 | $251K | Buy |
2,340
+8
| +0.3% | +$859 | 0.12% | 86 |
|
|
2023
Q1 | $236K | Buy |
2,332
+10
| +0.4% | +$1.01K | 0.12% | 86 |
|
|
2022
Q4 | $228K | Sell |
2,322
-101
| -4% | -$9.92K | 0.12% | 91 |
|
|
2022
Q3 | $203K | Buy |
2,423
+123
| +5% | +$10.3K | 0.11% | 99 |
|
|
2022
Q2 | $201K | Buy |
2,300
+10
| +0.4% | +$873 | 0.1% | 103 |
|
|
2022
Q1 | $235K | Buy |
2,290
+8
| +0.4% | +$821 | 0.11% | 102 |
|
|
2021
Q4 | $241K | Sell |
2,282
-62
| -3% | -$6.55K | 0.1% | 112 |
|
|
2021
Q3 | $229K | Sell |
2,344
-22
| -0.9% | -$2.15K | 0.1% | 121 |
|
|
2021
Q2 | $242K | Buy |
2,366
+103
| +5% | +$10.5K | 0.11% | 121 |
|
|
2021
Q1 | $222K | Sell |
2,263
-25
| -1% | -$2.45K | 0.11% | 113 |
|
|
2020
Q4 | $202K | Buy |
+2,288
| New | +$202K | 0.11% | 102 |
|