Shira Ridge Wealth Management’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 | $8.33M | Sell |
56,471
-124
| -0.2% | -$18.3K | 3.81% | 8 |
|
|
2025
Q1 | $7.42M | Buy |
56,595
+5,040
| +10% | +$661K | 3.7% | 9 |
|
|
2024
Q4 | $6.79M | Buy |
51,555
+3,479
| +7% | +$458K | 3.32% | 9 |
|
|
2024
Q3 | $6.51M | Buy |
48,076
+8,521
| +22% | +$1.15M | 3.32% | 8 |
|
|
2024
Q2 | $4.82M | Buy |
39,555
+3,573
| +10% | +$435K | 2.69% | 10 |
|
|
2024
Q1 | $4.53M | Buy |
35,982
+8,601
| +31% | +$1.08M | 2.59% | 10 |
|
|
2023
Q4 | $3.12M | Buy |
27,381
+12,957
| +90% | +$1.48M | 1.87% | 15 |
|
|
2023
Q3 | $1.46M | Buy |
14,424
+3,643
| +34% | +$369K | 0.96% | 25 |
|
|
2023
Q2 | $1.16M | Buy |
10,781
+99
| +0.9% | +$10.6K | 0.73% | 26 |
|
|
2023
Q1 | $1.08M | Buy |
10,682
+1,186
| +12% | +$120K | 0.71% | 27 |
|
|
2022
Q4 | $933K | Buy |
+9,496
| New | +$933K | 0.64% | 26 |
|