Premier Path Wealth Partners’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 | $8.65M | Buy |
58,630
+740
| +1% | +$109K | 1.2% | 18 |
|
|
2025
Q1 | $7.59M | Sell |
57,890
-47
| -0.1% | -$6.16K | 1.18% | 19 |
|
|
2024
Q4 | $7.63M | Buy |
57,937
+668
| +1% | +$88K | 1.16% | 16 |
|
|
2024
Q3 | $7.76M | Buy |
57,269
+1,674
| +3% | +$227K | 1.22% | 16 |
|
|
2024
Q2 | $6.78M | Sell |
55,595
-136
| -0.2% | -$16.6K | 1.15% | 18 |
|
|
2024
Q1 | $7.02M | Buy |
55,731
+9,109
| +20% | +$1.15M | 1.32% | 12 |
|
|
2023
Q4 | $5.39M | Buy |
+46,622
| New | +$5.39M | 1.19% | 17 |
|