Ulland Investment 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 | $15K | Hold |
100
| – | – | 0.01% | 167 |
|
|
2025
Q1 | $13K | Hold |
100
| – | – | 0.01% | 172 |
|
|
2024
Q4 | $13K | Buy |
100
+75
| +300% | +$9.75K | 0.01% | 170 |
|
|
2024
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 189 |
|
|
2024
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 204 |
|
|
2024
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 208 |
|
|
2023
Q4 | $3K | Sell |
25
-400
| -94% | -$48K | ﹤0.01% | 182 |
|
|
2023
Q3 | $43K | Hold |
425
| – | – | 0.05% | 108 |
|
|
2023
Q2 | $46K | Hold |
425
| – | – | 0.05% | 103 |
|
|
2023
Q1 | $43K | Hold |
425
| – | – | 0.05% | 99 |
|
|
2022
Q4 | $42K | Sell |
425
-250
| -37% | -$24.7K | 0.05% | 102 |
|
|
2022
Q3 | $56K | Hold |
675
| – | – | 0.06% | 91 |
|
|
2022
Q2 | $59K | Hold |
675
| – | – | 0.06% | 94 |
|
|
2022
Q1 | $70K | Sell |
675
-2,365
| -78% | -$245K | 0.05% | 91 |
|
|
2021
Q4 | $322K | Buy |
+3,040
| New | +$322K | 0.21% | 58 |
|