Sound Income Strategies’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 | $177K | Sell |
1,201
-161
| -12% | -$23.8K | 0.01% | 292 |
|
|
2025
Q1 | $178K | Buy |
1,362
+949
| +230% | +$124K | 0.01% | 299 |
|
|
2024
Q4 | $54.4K | Buy |
413
+103
| +33% | +$13.6K | ﹤0.01% | 440 |
|
|
2024
Q3 | $42K | Buy |
310
+75
| +32% | +$10.2K | ﹤0.01% | 478 |
|
|
2024
Q2 | $28.6K | Hold |
235
| – | – | ﹤0.01% | 549 |
|
|
2024
Q1 | $29.6K | Sell |
235
-51
| -18% | -$6.42K | ﹤0.01% | 524 |
|
|
2023
Q4 | $32.6K | Buy |
286
+51
| +22% | +$5.81K | ﹤0.01% | 492 |
|
|
2023
Q3 | $23.8K | Sell |
235
-10
| -4% | -$1.01K | ﹤0.01% | 405 |
|
|
2023
Q2 | $26.3K | Buy |
245
+124
| +102% | +$13.3K | ﹤0.01% | 383 |
|
|
2023
Q1 | $12.2K | Buy |
121
+36
| +42% | +$3.64K | ﹤0.01% | 511 |
|
|
2022
Q4 | $8.35K | Sell |
85
-5
| -6% | -$491 | ﹤0.01% | 559 |
|
|
2022
Q3 | $7K | Buy |
90
+5
| +6% | +$389 | ﹤0.01% | 539 |
|
|
2022
Q2 | $7K | Hold |
85
| – | – | ﹤0.01% | 544 |
|
|
2022
Q1 | $9K | Sell |
85
-165
| -66% | -$17.5K | ﹤0.01% | 502 |
|
|
2021
Q4 | $26K | Buy |
250
+165
| +194% | +$17.2K | ﹤0.01% | 333 |
|
|
2021
Q3 | $8K | Hold |
85
| – | – | ﹤0.01% | 507 |
|
|
2021
Q2 | $9K | Hold |
85
| – | – | ﹤0.01% | 510 |
|
|
2021
Q1 | $8.37K | Hold |
85
| – | – | ﹤0.01% | 533 |
|
|
2020
Q4 | $8K | Hold |
85
| – | – | ﹤0.01% | 511 |
|
|
2020
Q3 | $7K | Hold |
85
| – | – | ﹤0.01% | 496 |
|
|
2020
Q2 | $6K | Hold |
85
| – | – | ﹤0.01% | 490 |
|
|
2020
Q1 | $5K | Hold |
85
| – | – | ﹤0.01% | 469 |
|
|
2019
Q4 | $7K | Buy |
+85
| New | +$7K | ﹤0.01% | 412 |
|