WealthBridge Capital 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 | $3.64M | Buy |
24,659
+7
| +0% | +$1.03K | 0.92% | 25 |
|
|
2025
Q1 | $3.23M | Sell |
24,652
-156
| -0.6% | -$20.4K | 0.91% | 24 |
|
|
2024
Q4 | $3.27M | Buy |
24,808
+1,244
| +5% | +$164K | 0.91% | 25 |
|
|
2024
Q3 | $3.19M | Buy |
23,564
+478
| +2% | +$64.7K | 0.91% | 24 |
|
|
2024
Q2 | $2.81M | Buy |
23,086
+1,267
| +6% | +$154K | 0.93% | 25 |
|
|
2024
Q1 | $2.75M | Buy |
21,819
+202
| +0.9% | +$25.4K | 0.93% | 24 |
|
|
2023
Q4 | $2.46M | Sell |
21,617
-118
| -0.5% | -$13.5K | 0.92% | 24 |
|
|
2023
Q3 | $2.2M | Buy |
21,735
+989
| +5% | +$100K | 0.91% | 24 |
|
|
2023
Q2 | $2.23M | Sell |
20,746
-1,107
| -5% | -$119K | 0.89% | 27 |
|
|
2023
Q1 | $2.21M | Buy |
21,853
+590
| +3% | +$59.7K | 0.88% | 26 |
|
|
2022
Q4 | $2.09M | Sell |
21,263
-516
| -2% | -$50.7K | 0.87% | 26 |
|
|
2022
Q3 | $1.9M | Hold |
21,779
| – | – | 0.81% | 28 |
|
|
2022
Q2 | $1.9M | Buy |
21,779
+148
| +0.7% | +$12.9K | 0.81% | 28 |
|
|
2022
Q1 | $2.23M | Sell |
21,631
-4,405
| -17% | -$454K | 0.83% | 28 |
|
|
2021
Q4 | $2.76M | Sell |
26,036
-4,449
| -15% | -$471K | 1.03% | 22 |
|
|
2021
Q3 | $2.98M | Sell |
30,485
-971
| -3% | -$95K | 1.11% | 23 |
|
|
2021
Q2 | $3.22M | Buy |
31,456
+4,799
| +18% | +$491K | 1.17% | 23 |
|
|
2021
Q1 | $2.62M | Buy |
26,657
+6,530
| +32% | +$643K | 1.07% | 23 |
|
|
2020
Q4 | $1.78M | Buy |
20,127
+7,186
| +56% | +$636K | 0.78% | 32 |
|
|
2020
Q3 | $996K | Sell |
12,941
-55
| -0.4% | -$4.23K | 0.51% | 43 |
|
|
2020
Q2 | $893K | Sell |
12,996
-2,410
| -16% | -$166K | 0.51% | 48 |
|
|
2020
Q1 | $909K | Sell |
15,406
-6,869
| -31% | -$405K | 0.63% | 40 |
|
|
2019
Q4 | $1.82M | Sell |
22,275
-234
| -1% | -$19.1K | 1.18% | 22 |
|
|
2019
Q3 | $1.75M | Sell |
22,509
-178
| -0.8% | -$13.8K | 1.26% | 21 |
|
|
2019
Q2 | $1.46M | Sell |
22,687
-897
| -4% | -$57.8K | 1.33% | 22 |
|
|
2019
Q1 | $1.79M | Buy |
23,584
+897
| +4% | +$68.2K | 1.14% | 22 |
|
|
2018
Q4 | $1.46M | Buy |
+22,687
| New | +$1.46M | 1.11% | 22 |
|