Signify 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
2024
Q1
Sell
-3,675
Closed -$419K 32
2023
Q4
$419K Buy
3,675
+1,409
+62% +$161K 0.63% 24
2023
Q3
$230K Sell
2,266
-26,958
-92% -$2.73M 0.31% 36
2023
Q2
$3.14M Sell
29,224
-6,734
-19% -$723K 2.7% 14
2023
Q1
$3.64M Buy
35,958
+9,651
+37% +$976K 3.21% 13
2022
Q4
$2.58M Buy
+26,307
New +$2.58M 2.26% 15