Wealthstar Advisors’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 | $617K | Buy |
4,184
+889
| +27% | +$131K | 0.23% | 86 |
|
|
2025
Q1 | $432K | Buy |
3,295
+22
| +0.7% | +$2.88K | 0.2% | 101 |
|
|
2024
Q4 | $431K | Buy |
+3,273
| New | +$431K | 0.19% | 97 |
|
|
2024
Q2 | – | Sell |
-2,426
| Closed | -$312K | – | 143 |
|
|
2024
Q1 | $312K | Sell |
2,426
-426
| -15% | -$54.8K | 0.11% | 107 |
|
|
2023
Q4 | $325K | Buy |
2,852
+32
| +1% | +$3.65K | 0.05% | 95 |
|
|
2023
Q3 | $286K | Buy |
2,820
+1
| +0% | +$101 | 0.11% | 80 |
|
|
2023
Q2 | $303K | Buy |
2,819
+1
| +0% | +$107 | 0.13% | 59 |
|
|
2023
Q1 | $285K | Buy |
2,818
+371
| +15% | +$37.5K | 0.11% | 78 |
|
|
2022
Q4 | $240K | Buy |
2,447
+1
| +0% | +$98 | 0.11% | 82 |
|
|
2022
Q3 | $200K | Buy |
2,446
+1
| +0% | +$82 | 0.1% | 89 |
|
|
2022
Q2 | $213K | Buy |
2,445
+312
| +15% | +$27.2K | 0.08% | 82 |
|
|
2022
Q1 | $233K | Buy |
+2,133
| New | +$233K | 0.09% | 84 |
|