Tyler-Stone Wealth Management’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 | $863K | Sell |
5,852
-18
| -0.3% | -$2.66K | 0.14% | 139 |
|
|
2025
Q1 | $769K | Sell |
5,870
-2
| -0% | -$262 | 0.14% | 135 |
|
|
2024
Q4 | $774K | Buy |
5,872
+126
| +2% | +$16.6K | 0.14% | 134 |
|
|
2024
Q3 | $778K | Buy |
5,746
+2,889
| +101% | +$391K | 0.15% | 133 |
|
|
2024
Q2 | $348K | Sell |
2,857
-33
| -1% | -$4.02K | 0.14% | 128 |
|
|
2024
Q1 | $364K | Sell |
2,890
-29
| -1% | -$3.65K | 0.16% | 121 |
|
|
2023
Q4 | $333K | Sell |
2,919
-33
| -1% | -$3.76K | 0.17% | 119 |
|
|
2023
Q3 | $299K | Sell |
2,952
-115
| -4% | -$11.6K | 0.17% | 119 |
|
|
2023
Q2 | $329K | Buy |
+3,067
| New | +$329K | 0.19% | 109 |
|
|
2022
Q4 | $304K | Sell |
3,096
-727
| -19% | -$71.4K | 0.21% | 109 |
|
|
2022
Q3 | $317K | Sell |
3,823
-70
| -2% | -$5.8K | 0.24% | 92 |
|
|
2022
Q2 | $340K | Sell |
3,893
-814
| -17% | -$71.1K | 0.23% | 95 |
|
|
2022
Q1 | $485K | Sell |
4,707
-1,919
| -29% | -$198K | 0.27% | 82 |
|
|
2021
Q4 | $701K | Buy |
+6,626
| New | +$701K | 0.37% | 54 |
|