Vertex Planning Partners’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Sell |
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|
2025
Q1 | $644K | Sell |
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|
2024
Q4 | $653K | Buy |
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|
2024
Q3 | $638K | Hold |
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|
2024
Q2 | $574K | Sell |
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|
2024
Q1 | $598K | Hold |
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|
2023
Q4 | $541K | Sell |
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|
2023
Q3 | $488K | Sell |
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|
2023
Q2 | $530K | Hold |
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|
2023
Q1 | $500K | Buy |
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|
2022
Q4 | $455K | Buy |
|