SteelPeak 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 | $577K | Sell |
3,911
-363
| -8% | -$53.6K | 0.02% | 333 |
|
|
2025
Q1 | $560K | Sell |
4,274
-134
| -3% | -$17.6K | 0.02% | 316 |
|
|
2024
Q4 | $581K | Sell |
4,408
-11,404
| -72% | -$1.5M | 0.02% | 306 |
|
|
2024
Q3 | $2.14M | Buy |
15,812
+12,192
| +337% | +$1.65M | 0.09% | 160 |
|
|
2024
Q2 | $441K | Buy |
3,620
+46
| +1% | +$5.61K | 0.02% | 306 |
|
|
2024
Q1 | $450K | Sell |
3,574
-7,520
| -68% | -$947K | 0.02% | 302 |
|
|
2023
Q4 | $1.26M | Sell |
11,094
-30,486
| -73% | -$3.48M | 0.07% | 180 |
|
|
2023
Q3 | $4.22M | Buy |
41,580
+37,954
| +1,047% | +$3.85M | 0.26% | 77 |
|
|
2023
Q2 | $389K | Buy |
+3,626
| New | +$389K | 0.02% | 272 |
|
|
2023
Q1 | – | Sell |
-2,058
| Closed | -$202K | – | 430 |
|
|
2022
Q4 | $202K | Buy |
+2,058
| New | +$202K | 0.01% | 364 |
|
|
2022
Q2 | – | Sell |
-2,058
| Closed | -$212K | – | 461 |
|
|
2022
Q1 | $212K | Buy |
2,058
+34
| +2% | +$3.5K | 0.01% | 374 |
|
|
2021
Q4 | $214K | Sell |
2,024
-20
| -1% | -$2.12K | 0.01% | 362 |
|
|
2021
Q3 | $200K | Hold |
2,044
| – | – | 0.01% | 382 |
|
|
2021
Q2 | $209K | Buy |
+2,044
| New | +$209K | 0.01% | 382 |
|