Strategic Wealth Partners’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 | $345K | Buy |
+2,341
| New | +$345K | 0.03% | 255 |
|
|
2024
Q4 | $273K | Buy |
+1,981
| New | +$273K | 0.02% | 275 |
|
|
2019
Q4 | – | Sell |
-179
| Closed | -$13 | – | 520 |
|
|
2019
Q3 | $13 | Hold |
179
| – | – | ﹤0.01% | 484 |
|
|
2019
Q2 | $13K | Hold |
179
| – | – | 0.01% | 461 |
|
|
2019
Q1 | $14K | Sell |
179
-44
| -20% | -$3.44K | 0.01% | 451 |
|
|
2018
Q4 | $15K | Sell |
223
-922
| -81% | -$62K | 0.01% | 398 |
|
|
2018
Q3 | $90K | Buy |
1,145
+97
| +9% | +$7.62K | 0.05% | 185 |
|
|
2018
Q2 | $75K | Buy |
1,048
+159
| +18% | +$11.4K | 0.04% | 219 |
|
|
2018
Q1 | $66K | Buy |
+889
| New | +$66K | 0.03% | 224 |
|