Principle 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 | $1.45M | Sell |
9,852
-5
| -0.1% | -$738 | 0.09% | 131 |
|
|
2025
Q1 | $1.29M | Sell |
9,857
-386
| -4% | -$50.6K | 0.09% | 140 |
|
|
2024
Q4 | $1.35M | Sell |
10,243
-95
| -0.9% | -$12.5K | 0.09% | 135 |
|
|
2024
Q3 | $1.4M | Buy |
10,338
+1,494
| +17% | +$202K | 0.1% | 135 |
|
|
2024
Q2 | $1.08M | Sell |
8,844
-356
| -4% | -$43.4K | 0.08% | 149 |
|
|
2024
Q1 | $1.16M | Sell |
9,200
-795
| -8% | -$100K | 0.09% | 146 |
|
|
2023
Q4 | $1.14M | Sell |
9,995
-79
| -0.8% | -$9.01K | 0.1% | 145 |
|
|
2023
Q3 | $1.02M | Sell |
10,074
-132
| -1% | -$13.4K | 0.1% | 144 |
|
|
2023
Q2 | $1.1M | Buy |
10,206
+25
| +0.2% | +$2.68K | 0.11% | 132 |
|
|
2023
Q1 | $1.03M | Sell |
10,181
-201
| -2% | -$20.3K | 0.11% | 134 |
|
|
2022
Q4 | $1.02M | Sell |
10,382
-10,329
| -50% | -$1.01M | 0.12% | 128 |
|
|
2022
Q3 | $1.72K | Sell |
20,711
-8,603
| -29% | -$713 | 0.16% | 94 |
|
|
2022
Q2 | $2.56M | Sell |
29,314
-4,112
| -12% | -$359K | 0.31% | 77 |
|
|
2022
Q1 | $3.44M | Sell |
33,426
-1,319
| -4% | -$136K | 0.36% | 66 |
|
|
2021
Q4 | $3.68M | Buy |
34,745
+771
| +2% | +$81.6K | 0.39% | 58 |
|
|
2021
Q3 | $3.32M | Buy |
33,974
+1,534
| +5% | +$150K | 0.38% | 60 |
|
|
2021
Q2 | $3.32M | Buy |
32,440
+1,617
| +5% | +$166K | 0.38% | 61 |
|
|
2021
Q1 | $3.04M | Buy |
30,823
+1,978
| +7% | +$195K | 0.35% | 61 |
|
|
2020
Q4 | $2.55M | Buy |
+28,845
| New | +$2.55M | 0.34% | 65 |
|