Stratos Wealth Advisors’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 | $1.87M | Sell |
12,709
-2,249
| -15% | -$332K | 0.1% | 216 |
|
2025
Q1 | $1.96M | Buy |
14,958
+537
| +4% | +$70.4K | 0.11% | 184 |
|
2024
Q4 | $1.9M | Sell |
14,421
-1,650
| -10% | -$217K | 0.09% | 226 |
|
2024
Q3 | $2.18M | Sell |
16,071
-8,075
| -33% | -$1.09M | 0.1% | 220 |
|
2024
Q2 | $2.94M | Sell |
24,146
-206
| -0.8% | -$25.1K | 0.15% | 152 |
|
2024
Q1 | $3.07M | Buy |
24,352
+3,675
| +18% | +$463K | 0.18% | 134 |
|
2023
Q4 | $2.36M | Sell |
20,677
-1,660
| -7% | -$189K | 0.14% | 191 |
|
2023
Q3 | $2.26M | Sell |
22,337
-227
| -1% | -$23K | 0.15% | 179 |
|
2023
Q2 | $2.42M | Buy |
22,564
+6,786
| +43% | +$728K | 0.17% | 159 |
|
2023
Q1 | $1.6M | Buy |
15,778
+4,649
| +42% | +$470K | 0.12% | 217 |
|
2022
Q4 | $1.09M | Sell |
11,129
-10,056
| -47% | -$988K | 0.09% | 271 |
|
2022
Q3 | $1.76M | Buy |
21,185
+8,453
| +66% | +$700K | 0.18% | 156 |
|
2022
Q2 | $1.11M | Sell |
12,732
-342
| -3% | -$29.9K | 0.1% | 253 |
|
2022
Q1 | $1.35M | Sell |
13,074
-719
| -5% | -$74K | 0.11% | 222 |
|
2021
Q4 | $1.46M | Sell |
13,793
-2,535
| -16% | -$268K | 0.11% | 232 |
|
2021
Q3 | $1.6M | Sell |
16,328
-4,742
| -23% | -$464K | 0.14% | 194 |
|
2021
Q2 | $2.16M | Sell |
21,070
-18,931
| -47% | -$1.94M | 0.19% | 142 |
|
2021
Q1 | $3.94M | Buy |
40,001
+30,436
| +318% | +$3M | 0.42% | 62 |
|
2020
Q4 | $847K | Buy |
9,565
+397
| +4% | +$35.2K | 0.12% | 181 |
|
2020
Q3 | $706K | Sell |
9,168
-86
| -0.9% | -$6.62K | 0.17% | 140 |
|
2020
Q2 | $636K | Sell |
9,254
-730
| -7% | -$50.2K | 0.2% | 119 |
|
2020
Q1 | $589K | Sell |
9,984
-1,159
| -10% | -$68.4K | 0.42% | 64 |
|
2019
Q4 | $908K | Sell |
11,143
-1,190
| -10% | -$97K | 0.52% | 46 |
|
2019
Q3 | $957K | Buy |
12,333
+20
| +0.2% | +$1.55K | 0.37% | 74 |
|
2019
Q2 | $953K | Buy |
12,313
+600
| +5% | +$46.4K | 0.38% | 66 |
|
2019
Q1 | $879K | Sell |
11,713
-1,489
| -11% | -$112K | 0.48% | 55 |
|
2018
Q4 | $850K | Buy |
+13,202
| New | +$850K | 0.57% | 51 |
|