WealthCare Investment Partners’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 | $949K | Buy |
6,353
+3,857
| +155% | +$576K | 0.34% | 70 |
|
|
2025
Q1 | $306K | Buy |
+2,496
| New | +$306K | 0.13% | 116 |
|
|
2024
Q1 | – | Sell |
-2,966
| Closed | -$333K | – | 139 |
|
|
2023
Q4 | $333K | Sell |
2,966
-432
| -13% | -$48.4K | 0.18% | 94 |
|
|
2023
Q3 | $341K | Sell |
3,398
-1,270
| -27% | -$128K | 0.21% | 84 |
|
|
2023
Q2 | $498K | Sell |
4,668
-6,105
| -57% | -$652K | 0.3% | 67 |
|
|
2023
Q1 | $1.09M | Sell |
10,773
-4,806
| -31% | -$486K | 0.66% | 43 |
|
|
2022
Q4 | $1.53M | Sell |
15,579
-6,395
| -29% | -$628K | 1.04% | 27 |
|
|
2022
Q3 | $1.82M | Sell |
21,974
-3,568
| -14% | -$296K | 1.51% | 14 |
|
|
2022
Q2 | $2.23M | Buy |
25,542
+1,141
| +5% | +$99.7K | 1.91% | 8 |
|
|
2022
Q1 | $2.44M | Buy |
24,401
+9,256
| +61% | +$926K | 2.17% | 8 |
|
|
2021
Q4 | $1.6M | Buy |
+15,145
| New | +$1.6M | 1.55% | 19 |
|