Personal CFO Solutions’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 | $936K | Sell |
6,342
-251
| -4% | -$37K | 0.17% | 119 |
|
|
2025
Q1 | $864K | Sell |
6,593
-1,323
| -17% | -$173K | 0.18% | 120 |
|
|
2024
Q4 | $1.04M | Buy |
7,916
+1,373
| +21% | +$181K | 0.21% | 101 |
|
|
2024
Q3 | $886K | Buy |
6,543
+707
| +12% | +$95.8K | 0.12% | 165 |
|
|
2024
Q2 | $711K | Sell |
5,836
-230
| -4% | -$28K | 0.11% | 184 |
|
|
2024
Q1 | $764K | Sell |
6,066
-1,573
| -21% | -$198K | 0.12% | 177 |
|
|
2023
Q4 | $871K | Sell |
7,639
-10,996
| -59% | -$1.25M | 0.15% | 141 |
|
|
2023
Q3 | $1.89M | Sell |
18,635
-1,194
| -6% | -$121K | 0.37% | 59 |
|
|
2023
Q2 | $2.13M | Buy |
19,829
+2,334
| +13% | +$250K | 0.43% | 54 |
|
|
2023
Q1 | $1.77M | Buy |
17,495
+1,817
| +12% | +$184K | 0.37% | 61 |
|
|
2022
Q4 | $1.54M | Buy |
+15,678
| New | +$1.54M | 0.33% | 61 |
|
|
2022
Q2 | – | Sell |
-12,540
| Closed | -$1.29M | – | 499 |
|
|
2022
Q1 | $1.29M | Buy |
+12,540
| New | +$1.29M | 0.25% | 77 |
|