Peak Financial Management’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 | $291K | Hold |
1,975
| – | – | 0.08% | 73 |
|
|
2025
Q1 | $259K | Hold |
1,975
| – | – | 0.08% | 78 |
|
|
2024
Q4 | $260K | Sell |
1,975
-75
| -4% | -$9.88K | 0.08% | 80 |
|
|
2024
Q3 | $278K | Hold |
2,050
| – | – | 0.08% | 79 |
|
|
2024
Q2 | $250K | Hold |
2,050
| – | – | 0.08% | 77 |
|
|
2024
Q1 | $258K | Buy |
+2,050
| New | +$258K | 0.08% | 78 |
|