WealthTrust Axiom’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 | $273K | Hold |
1,848
| – | – | 0.08% | 197 |
|
|
2025
Q1 | $242K | Hold |
1,848
| – | – | 0.07% | 212 |
|
|
2024
Q4 | $244K | Buy |
1,848
+7
| +0.4% | +$922 | 0.07% | 208 |
|
|
2024
Q3 | $249K | Hold |
1,841
| – | – | 0.07% | 209 |
|
|
2024
Q2 | $224K | Hold |
1,841
| – | – | 0.07% | 211 |
|
|
2024
Q1 | $232K | Sell |
1,841
-3
| -0.2% | -$378 | 0.07% | 214 |
|
|
2023
Q4 | $210K | Buy |
+1,844
| New | +$210K | 0.07% | 217 |
|
|
2023
Q1 | – | Sell |
-2,221
| Closed | -$218K | – | 261 |
|
|
2022
Q4 | $218K | Buy |
+2,221
| New | +$218K | 0.08% | 196 |
|
|
2021
Q1 | – | Sell |
-11,982
| Closed | -$1.06M | – | 263 |
|
|
2020
Q4 | $1.06M | Buy |
+11,982
| New | +$1.06M | 0.39% | 65 |
|