Regal Investment 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 | $1.64M | Buy |
11,117
+2,487
| +29% | +$367K | 0.12% | 175 |
|
|
2025
Q1 | $1.13M | Buy |
8,630
+3,764
| +77% | +$493K | 0.09% | 204 |
|
|
2024
Q4 | $641K | Sell |
4,866
-1,874
| -28% | -$247K | 0.05% | 288 |
|
|
2024
Q3 | $913K | Sell |
6,740
-1,823
| -21% | -$247K | 0.06% | 254 |
|
|
2024
Q2 | $1.04M | Buy |
8,563
+1,186
| +16% | +$145K | 0.07% | 250 |
|
|
2024
Q1 | $929K | Buy |
7,377
+4,004
| +119% | +$504K | 0.06% | 253 |
|
|
2023
Q4 | $385K | Buy |
3,373
+702
| +26% | +$80K | 0.03% | 371 |
|
|
2023
Q3 | $271K | Buy |
+2,671
| New | +$271K | 0.02% | 407 |
|
|
2022
Q3 | – | Sell |
-2,651
| Closed | -$232K | – | 531 |
|
|
2022
Q2 | $232K | Sell |
2,651
-3,179
| -55% | -$278K | 0.02% | 431 |
|
|
2022
Q1 | $600K | Sell |
5,830
-50
| -0.9% | -$5.15K | 0.06% | 284 |
|
|
2021
Q4 | $622K | Sell |
5,880
-13
| -0.2% | -$1.38K | 0.06% | 304 |
|
|
2021
Q3 | $577K | Buy |
5,893
+98
| +2% | +$9.6K | 0.06% | 313 |
|
|
2021
Q2 | $593K | Buy |
+5,795
| New | +$593K | 0.06% | 305 |
|
|
2021
Q1 | – | Sell |
-3,627
| Closed | -$321K | – | 444 |
|
|
2020
Q4 | $321K | Buy |
+3,627
| New | +$321K | 0.04% | 347 |
|
|
2018
Q2 | – | Sell |
-2,797
| Closed | -$208K | – | 323 |
|
|
2018
Q1 | $208K | Buy |
+2,797
| New | +$208K | 0.05% | 295 |
|
|
2015
Q4 | – | Sell |
-551
| Closed | -$27K | – | 889 |
|
|
2015
Q3 | $27K | Buy |
551
+534
| +3,141% | +$26.2K | 0.01% | 515 |
|
|
2015
Q2 | $0 | Sell |
17
-24
| -59% | – | ﹤0.01% | 1030 |
|
|
2015
Q1 | $2K | Sell |
41
-101
| -71% | -$4.93K | ﹤0.01% | 917 |
|
|
2014
Q4 | $8K | Buy |
142
+73
| +106% | +$4.11K | ﹤0.01% | 674 |
|
|
2014
Q3 | $4K | Sell |
69
-7
| -9% | -$406 | ﹤0.01% | 827 |
|
|
2014
Q2 | $4K | Sell |
76
-4
| -5% | -$211 | ﹤0.01% | 794 |
|
|
2014
Q1 | $4K | Sell |
80
-13,245
| -99% | -$662K | ﹤0.01% | 776 |
|
|
2013
Q4 | $696K | Buy |
13,325
+5,669
| +74% | +$296K | 0.4% | 82 |
|
|
2013
Q3 | $355K | Buy |
7,656
+6,793
| +787% | +$315K | 0.21% | 123 |
|
|
2013
Q2 | $37K | Buy |
+863
| New | +$37K | 0.02% | 340 |
|