Pinnacle Family Advisors’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 | $290K | Buy |
+1,967
| New | +$290K | 0.14% | 98 |
|
|
2025
Q1 | – | Sell |
-5,544
| Closed | -$730K | – | 128 |
|
|
2024
Q4 | $730K | Sell |
5,544
-1,052
| -16% | -$139K | 0.35% | 51 |
|
|
2024
Q3 | $893K | Buy |
+6,596
| New | +$893K | 0.46% | 46 |
|
|
2024
Q2 | – | Sell |
-4,831
| Closed | -$609K | – | 126 |
|
|
2024
Q1 | $609K | Sell |
4,831
-3,905
| -45% | -$492K | 0.32% | 48 |
|
|
2023
Q4 | $996K | Buy |
8,736
+5,245
| +150% | +$598K | 0.59% | 32 |
|
|
2023
Q3 | $354K | Sell |
3,491
-1,505
| -30% | -$153K | 0.2% | 64 |
|
|
2023
Q2 | $536K | Buy |
+4,996
| New | +$536K | 0.29% | 60 |
|