WealthShield 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 | $1.33K | Buy |
+9
| New | +$1.33K | ﹤0.01% | 548 |
|
|
2024
Q2 | – | Sell |
-31
| Closed | -$3.91K | – | 492 |
|
|
2024
Q1 | $3.91K | Sell |
31
-861
| -97% | -$108K | ﹤0.01% | 449 |
|
|
2023
Q4 | $102K | Buy |
892
+786
| +742% | +$89.6K | 0.02% | 323 |
|
|
2023
Q3 | $10.7K | Buy |
106
+43
| +68% | +$4.36K | ﹤0.01% | 438 |
|
|
2023
Q2 | $6.76K | Buy |
63
+6
| +11% | +$644 | ﹤0.01% | 453 |
|
|
2023
Q1 | $5.77K | Buy |
+57
| New | +$5.77K | ﹤0.01% | 456 |
|
|
2021
Q3 | – | Sell |
-2,904
| Closed | -$297K | – | 763 |
|
|
2021
Q2 | $297K | Sell |
2,904
-407
| -12% | -$41.6K | 0.05% | 209 |
|
|
2021
Q1 | $326K | Buy |
+3,311
| New | +$326K | 0.06% | 195 |
|
|
2020
Q4 | – | Sell |
-700
| Closed | -$54K | – | 427 |
|
|
2020
Q3 | $54K | Buy |
+700
| New | +$54K | 0.02% | 302 |
|
|
2020
Q1 | – | Sell |
-771
| Closed | -$63K | – | 310 |
|
|
2019
Q4 | $63K | Buy |
+771
| New | +$63K | 0.03% | 208 |
|
|
2019
Q2 | – | Sell |
-12,877
| Closed | -$966K | – | 281 |
|
|
2019
Q1 | $966K | Buy |
+12,877
| New | +$966K | 0.54% | 43 |
|
|
2018
Q4 | – | Sell |
-61
| Closed | -$5K | – | 291 |
|
|
2018
Q3 | $5K | Sell |
61
-2,969
| -98% | -$243K | ﹤0.01% | 229 |
|
|
2018
Q2 | $217K | Sell |
3,030
-25,985
| -90% | -$1.86M | 0.13% | 112 |
|
|
2018
Q1 | $2.16M | Buy |
29,015
+25,966
| +852% | +$1.93M | 1.37% | 17 |
|
|
2017
Q4 | $232K | Buy |
+3,049
| New | +$232K | 0.14% | 120 |
|