Vivid 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 | $4.35M | Sell |
29,490
-4,964
| -14% | -$732K | 1.91% | 9 |
|
|
2025
Q1 | $4.52M | Sell |
34,454
-744
| -2% | -$97.5K | 2.26% | 7 |
|
|
2024
Q4 | $4.64M | Sell |
35,198
-1,569
| -4% | -$207K | 2.35% | 8 |
|
|
2024
Q3 | $4.98M | Buy |
36,767
+1,823
| +5% | +$247K | 2.6% | 7 |
|
|
2024
Q2 | $4.26M | Sell |
34,944
-101
| -0.3% | -$12.3K | 2.38% | 8 |
|
|
2024
Q1 | $4.41M | Buy |
35,045
+87
| +0.2% | +$11K | 2.76% | 10 |
|
|
2023
Q4 | $3.98M | Buy |
+34,958
| New | +$3.98M | 2.71% | 10 |
|