Well Done LLC’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 | $301K | Hold |
2,039
| – | – | 0.06% | 140 |
|
|
2025
Q1 | $269K | Buy |
+2,039
| New | +$269K | 0.05% | 143 |
|
|
2022
Q3 | – | Sell |
-5,570
| Closed | -$486K | – | 181 |
|
|
2022
Q2 | $486K | Hold |
5,570
| – | – | 0.11% | 101 |
|
|
2022
Q1 | $574K | Hold |
5,570
| – | – | 0.11% | 102 |
|
|
2021
Q4 | $589K | Hold |
5,570
| – | – | 0.12% | 100 |
|
|
2021
Q3 | $545K | Sell |
5,570
-4,395
| -44% | -$430K | 0.12% | 101 |
|
|
2021
Q2 | $1.02M | Hold |
9,965
| – | – | 0.22% | 67 |
|
|
2021
Q1 | $981K | Buy |
9,965
+2,890
| +41% | +$285K | 0.23% | 65 |
|
|
2020
Q4 | $626K | Hold |
7,075
| – | – | 0.15% | 80 |
|
|
2020
Q3 | $545K | Buy |
7,075
+2,170
| +44% | +$167K | 0.15% | 77 |
|
|
2020
Q2 | $337K | Buy |
+4,905
| New | +$337K | 0.09% | 105 |
|