Synergy Financial Group’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 | $269K | Hold |
1,826
| – | – | 0.2% | 98 |
|
|
2025
Q1 | $239K | Sell |
1,826
-14
| -0.8% | -$1.84K | 0.21% | 96 |
|
|
2024
Q4 | $242K | Hold |
1,840
| – | – | 0.2% | 87 |
|
|
2024
Q3 | $249K | Buy |
1,840
+125
| +7% | +$16.9K | 0.24% | 83 |
|
|
2024
Q2 | $209K | Hold |
1,715
| – | – | 0.22% | 78 |
|
|
2024
Q1 | $216K | Sell |
1,715
-239
| -12% | -$30.1K | 0.24% | 78 |
|
|
2023
Q4 | $223K | Buy |
+1,954
| New | +$223K | 0.27% | 78 |
|
|
2022
Q2 | – | Sell |
-2,013
| Closed | -$207K | – | 95 |
|
|
2022
Q1 | $207K | Hold |
2,013
| – | – | 0.22% | 95 |
|
|
2021
Q4 | $213K | Buy |
+2,013
| New | +$213K | 0.19% | 101 |
|