Teamwork Financial 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 | $1.79M | Sell |
12,114
-139,840
| -92% | -$20.6M | 0.21% | 71 |
|
|
2025
Q1 | $19.9M | Buy |
151,954
+9,954
| +7% | +$1.3M | 2.65% | 9 |
|
|
2024
Q4 | $18.7M | Buy |
142,000
+10,477
| +8% | +$1.38M | 2.43% | 14 |
|
|
2024
Q3 | $17.8M | Sell |
131,523
-2,662
| -2% | -$361K | 2.47% | 11 |
|
|
2024
Q2 | $16.4M | Buy |
134,185
+41,610
| +45% | +$5.07M | 2.42% | 11 |
|
|
2024
Q1 | $11.7M | Buy |
92,575
+89,340
| +2,762% | +$11.3M | 1.79% | 16 |
|
|
2023
Q4 | $369K | Buy |
3,235
+1,175
| +57% | +$134K | 0.06% | 127 |
|
|
2023
Q3 | $209K | Sell |
2,060
-36,809
| -95% | -$3.73M | 0.03% | 193 |
|
|
2023
Q2 | $4.17M | Buy |
+38,869
| New | +$4.17M | 0.68% | 35 |
|
|
2022
Q2 | – | Sell |
-5,706
| Closed | -$588K | – | 263 |
|
|
2022
Q1 | $588K | Sell |
5,706
-46,122
| -89% | -$4.75M | 0.11% | 157 |
|
|
2021
Q4 | $5.48M | Buy |
51,828
+10,597
| +26% | +$1.12M | 1.01% | 15 |
|
|
2021
Q3 | $4.03M | Buy |
41,231
+5,939
| +17% | +$581K | 0.8% | 21 |
|
|
2021
Q2 | $3.61M | Buy |
+35,292
| New | +$3.61M | 0.74% | 22 |
|