Talisman 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 | $245K | Sell |
1,664
-95
| -5% | -$14K | 0.22% | 93 |
|
|
2025
Q1 | $231K | Sell |
1,759
-182
| -9% | -$23.9K | 0.24% | 93 |
|
|
2024
Q4 | $256K | Sell |
1,941
-214
| -10% | -$28.2K | 0.27% | 87 |
|
|
2024
Q3 | $291K | Buy |
2,155
+3
| +0.1% | +$405 | 0.31% | 73 |
|
|
2024
Q2 | $262K | Sell |
2,152
-57
| -3% | -$6.95K | 0.3% | 76 |
|
|
2024
Q1 | $278K | Buy |
2,209
+2
| +0.1% | +$252 | 0.35% | 72 |
|
|
2023
Q4 | $252K | Sell |
2,207
-137
| -6% | -$15.6K | 0.37% | 74 |
|
|
2023
Q3 | $238K | Buy |
2,344
+3
| +0.1% | +$304 | 0.41% | 74 |
|
|
2023
Q2 | $251K | Sell |
2,341
-211
| -8% | -$22.6K | 0.43% | 71 |
|
|
2023
Q1 | $258K | Buy |
2,552
+3
| +0.1% | +$303 | 0.47% | 73 |
|
|
2022
Q4 | $250K | Buy |
+2,549
| New | +$250K | 0.53% | 61 |
|