SFA
Source Financial Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $366K | Buy |
2,699
+939
| +53% | +$127K | 0.11% | 83 |
|
|
2024
Q2 | $214K | Sell |
1,760
-63
| -3% | -$7.68K | 0.07% | 109 |
|
|
2024
Q1 | $230K | Sell |
1,823
-1,082
| -37% | -$136K | 0.07% | 111 |
|
|
2023
Q4 | $331K | Sell |
2,905
-54
| -2% | -$6.16K | 0.1% | 96 |
|
|
2023
Q3 | $300K | Sell |
2,959
-400
| -12% | -$40.6K | 0.1% | 102 |
|
|
2023
Q2 | $360K | Sell |
3,359
-299
| -8% | -$32.1K | 0.12% | 96 |
|
|
2023
Q1 | $370K | Sell |
3,658
-61
| -2% | -$6.17K | 0.12% | 90 |
|
|
2022
Q4 | $365K | Sell |
3,719
-29
| -0.8% | -$2.85K | 0.14% | 88 |
|
|
2022
Q3 | $310K | Sell |
3,748
-419
| -10% | -$34.7K | 0.12% | 88 |
|
|
2022
Q2 | $364K | Sell |
4,167
-109
| -3% | -$9.52K | 0.14% | 86 |
|
|
2022
Q1 | $440K | Sell |
4,276
-207
| -5% | -$21.3K | 0.13% | 84 |
|
|
2021
Q4 | $474K | Sell |
4,483
-90
| -2% | -$9.52K | 0.13% | 77 |
|
|
2021
Q3 | $447K | Sell |
4,573
-4,697
| -51% | -$459K | 0.12% | 75 |
|
|
2021
Q2 | $949K | Buy |
9,270
+348
| +4% | +$35.6K | 0.24% | 50 |
|
|
2021
Q1 | $878K | Buy |
8,922
+68
| +0.8% | +$6.69K | 0.23% | 54 |
|
|
2020
Q4 | $784K | Buy |
+8,854
| New | +$784K | 0.21% | 56 |
|