Rockport Wealth’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 | $1.98M | Sell |
13,445
-1,608
| -11% | -$237K | 0.46% | 33 |
|
|
2025
Q1 | $1.97M | Sell |
15,053
-7,676
| -34% | -$1.01M | 0.7% | 24 |
|
|
2024
Q4 | $3.02M | Buy |
22,729
+6,496
| +40% | +$864K | 1.34% | 10 |
|
|
2024
Q3 | $2.2M | Buy |
16,233
+4,689
| +41% | +$635K | 0.59% | 16 |
|
|
2024
Q2 | $1.41M | Buy |
11,544
+550
| +5% | +$67K | 0.59% | 23 |
|
|
2024
Q1 | $1.38M | Buy |
+10,994
| New | +$1.38M | 0.92% | 17 |
|