SYM Financial Corp’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 | $220K | Hold |
1,493
| – | – | 0.02% | 289 |
|
|
2025
Q1 | $196K | Sell |
1,493
-109
| -7% | -$14.3K | 0.02% | 267 |
|
|
2024
Q4 | $211K | Buy |
1,602
+176
| +12% | +$23.2K | 0.03% | 225 |
|
|
2024
Q3 | $193K | Hold |
1,426
| – | – | 0.03% | 182 |
|
|
2024
Q2 | $174K | Hold |
1,426
| – | – | 0.03% | 163 |
|
|
2024
Q1 | $180K | Hold |
1,426
| – | – | 0.03% | 97 |
|
|
2023
Q4 | $163K | Hold |
1,426
| – | – | 0.03% | 109 |
|
|
2023
Q3 | $145K | Buy |
1,426
+1,000
| +235% | +$101K | 0.03% | 98 |
|
|
2023
Q2 | $45.7K | Hold |
426
| – | – | 0.01% | 84 |
|
|
2023
Q1 | $43.1K | Hold |
426
| – | – | 0.01% | 78 |
|
|
2022
Q4 | $41.8K | Hold |
426
| – | – | 0.01% | 85 |
|
|
2022
Q3 | $35K | Hold |
426
| – | – | 0.02% | 80 |
|
|
2022
Q2 | $37K | Hold |
426
| – | – | 0.02% | 82 |
|
|
2022
Q1 | $44K | Sell |
426
-280
| -40% | -$28.9K | 0.02% | 83 |
|
|
2021
Q4 | $75K | Hold |
706
| – | – | 0.03% | 69 |
|
|
2021
Q3 | $69K | Hold |
706
| – | – | 0.04% | 74 |
|
|
2021
Q2 | $72K | Buy |
706
+280
| +66% | +$28.6K | 0.04% | 59 |
|
|
2021
Q1 | $42K | Buy |
+426
| New | +$42K | 0.02% | 70 |
|
|
2020
Q1 | – | Sell |
-283
| Closed | -$23K | – | 101 |
|
|
2019
Q4 | $23K | Buy |
283
+2
| +0.7% | +$163 | 0.02% | 78 |
|
|
2019
Q3 | $22K | Buy |
281
+1
| +0.4% | +$78 | 0.01% | 64 |
|
|
2019
Q2 | $22K | Buy |
280
+1
| +0.4% | +$79 | 0.01% | 66 |
|
|
2019
Q1 | $21K | Buy |
279
+2
| +0.7% | +$151 | 0.01% | 65 |
|
|
2018
Q4 | $18K | Buy |
277
+1
| +0.4% | +$65 | 0.01% | 72 |
|
|
2018
Q3 | $22K | Buy |
276
+2
| +0.7% | +$159 | 0.01% | 74 |
|
|
2018
Q2 | $20K | Buy |
274
+1
| +0.4% | +$73 | 0.01% | 59 |
|
|
2018
Q1 | $20K | Buy |
+273
| New | +$20K | 0.01% | 51 |
|