Platt Investment Counsel’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
Q1 | – | Sell |
-49,873
| Closed | -$6.57M | – | 12 |
|
|
2024
Q4 | $6.57M | Sell |
49,873
-1,533
| -3% | -$202K | 6.27% | 5 |
|
|
2024
Q3 | $6.96M | Buy |
51,406
+1,889
| +4% | +$256K | 6.18% | 5 |
|
|
2024
Q2 | $6.03M | Buy |
49,517
+2,253
| +5% | +$275K | 5.8% | 5 |
|
|
2024
Q1 | $5.95M | Buy |
47,264
+19,369
| +69% | +$2.44M | 5.67% | 6 |
|
|
2023
Q4 | $3.18M | Buy |
+27,895
| New | +$3.18M | 3.3% | 6 |
|
|
2023
Q2 | – | Sell |
-53,886
| Closed | -$5.45M | – | 10 |
|
|
2023
Q1 | $5.45M | Sell |
53,886
-39,766
| -42% | -$4.02M | 7.29% | 6 |
|
|
2022
Q4 | $9.2M | Sell |
93,652
-2,448
| -3% | -$240K | 13.08% | 4 |
|
|
2022
Q3 | $7.96M | Sell |
96,100
-6,413
| -6% | -$531K | 11.56% | 6 |
|
|
2022
Q2 | $8.95M | Sell |
102,513
-1,364
| -1% | -$119K | 12.17% | 5 |
|
|
2022
Q1 | $10.7M | Sell |
103,877
-3,121
| -3% | -$321K | 9.95% | 5 |
|
|
2021
Q4 | $11.3M | Buy |
106,998
+825
| +0.8% | +$87.3K | 9.66% | 5 |
|
|
2021
Q3 | $10.4M | Buy |
106,173
+438
| +0.4% | +$42.9K | 9.22% | 5 |
|
|
2021
Q2 | $10.8M | Sell |
105,735
-276
| -0.3% | -$28.3K | 9.31% | 5 |
|
|
2021
Q1 | $10.4M | Buy |
106,011
+377
| +0.4% | +$37.1K | 9.34% | 5 |
|
|
2020
Q4 | $9.35M | Buy |
+105,634
| New | +$9.35M | 8.86% | 5 |
|