Silver Oak Securities’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 | $191K | Buy |
1,294
+250
| +24% | +$36.9K | 0.02% | 648 |
|
2025
Q1 | $136K | Buy |
+1,044
| New | +$136K | 0.01% | 613 |
|
2024
Q4 | – | Sell |
-765
| Closed | -$103K | – | 663 |
|
2024
Q3 | $103K | Buy |
765
+292
| +62% | +$39.4K | 0.01% | 518 |
|
2024
Q2 | $57.6K | Buy |
+473
| New | +$57.6K | 0.01% | 441 |
|
2023
Q4 | – | Sell |
-461
| Closed | -$46.7K | – | 546 |
|
2023
Q3 | $46.7K | Buy |
+461
| New | +$46.7K | 0.01% | 379 |
|
2022
Q4 | – | Sell |
-461
| Closed | -$46.7K | – | 503 |
|
2022
Q3 | $46.7K | Buy |
+461
| New | +$46.7K | 0.01% | 379 |
|