Simplicity 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 | $723K | Buy |
4,900
+570
| +13% | +$84.1K | 0.03% | 390 |
|
|
2025
Q1 | $568K | Buy |
4,330
+807
| +23% | +$106K | 0.04% | 324 |
|
|
2024
Q4 | $464K | Sell |
3,523
-1,530
| -30% | -$202K | 0.1% | 176 |
|
|
2024
Q3 | $684K | Sell |
5,053
-3,830
| -43% | -$519K | 0.06% | 244 |
|
|
2024
Q2 | $1.08M | Sell |
8,883
-27,362
| -75% | -$3.33M | 0.02% | 506 |
|
|
2024
Q1 | $4.57M | Buy |
+36,245
| New | +$4.57M | 0.11% | 188 |
|
|
2022
Q4 | – | Sell |
-7,719
| Closed | -$639K | – | 97 |
|
|
2022
Q3 | $639K | Buy |
7,719
+22
| +0.3% | +$1.82K | 0.86% | 38 |
|
|
2022
Q2 | $672K | Sell |
7,697
-2,804
| -27% | -$245K | 0.98% | 33 |
|
|
2022
Q1 | $1.08M | Sell |
10,501
-20,981
| -67% | -$2.16M | 1.05% | 28 |
|
|
2021
Q4 | $3.33M | Buy |
+31,482
| New | +$3.33M | 1.8% | 23 |
|