Stone Summit 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 | $272K | Sell |
1,845
-145
| -7% | -$21.4K | 0.08% | 129 |
|
|
2025
Q1 | $261K | Sell |
1,990
-10
| -0.5% | -$1.31K | 0.09% | 130 |
|
|
2024
Q4 | $264K | Sell |
2,000
-5
| -0.2% | -$659 | 0.09% | 127 |
|
|
2024
Q3 | $272K | Sell |
2,005
-23
| -1% | -$3.12K | 0.09% | 129 |
|
|
2024
Q2 | $247K | Sell |
2,028
-98
| -5% | -$11.9K | 0.09% | 131 |
|
|
2024
Q1 | $268K | Sell |
2,126
-37
| -2% | -$4.66K | 0.09% | 129 |
|
|
2023
Q4 | $247K | Buy |
+2,163
| New | +$247K | 0.09% | 132 |
|