Sequent Planning’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 | $650K | Buy |
4,407
+947
| +27% | +$140K | 0.21% | 78 |
|
|
2025
Q1 | $453K | Buy |
3,460
+1,048
| +43% | +$137K | 0.16% | 88 |
|
|
2024
Q4 | $318K | Buy |
2,412
+538
| +29% | +$70.9K | 0.12% | 110 |
|
|
2024
Q3 | $254K | Buy |
1,874
+137
| +8% | +$18.6K | 0.09% | 125 |
|
|
2024
Q2 | $209K | Sell |
1,737
-15
| -0.9% | -$1.81K | 0.07% | 133 |
|
|
2024
Q1 | $221K | Buy |
+1,752
| New | +$221K | 0.08% | 130 |
|