Provenance Wealth 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 | $440K | Hold |
2,982
| – | – | 0.06% | 70 |
|
|
2025
Q1 | $391K | Hold |
2,982
| – | – | 0.06% | 84 |
|
|
2024
Q4 | $393K | Hold |
2,982
| – | – | 0.05% | 102 |
|
|
2024
Q3 | $404K | Hold |
2,982
| – | – | 0.05% | 107 |
|
|
2024
Q2 | $363K | Hold |
2,982
| – | – | 0.05% | 102 |
|
|
2024
Q1 | $376K | Hold |
2,982
| – | – | 0.05% | 102 |
|
|
2023
Q4 | $340K | Hold |
2,982
| – | – | 0.05% | 103 |
|
|
2023
Q3 | $302K | Buy |
+2,982
| New | +$302K | 0.05% | 98 |
|