Westside Investment Management’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 | $356K | Buy |
2,414
+755
| +46% | +$111K | 0.07% | 196 |
|
|
2025
Q1 | $218K | Buy |
1,659
+1,091
| +192% | +$143K | 0.05% | 224 |
|
|
2024
Q4 | $74.8K | Sell |
568
-205
| -27% | -$27K | 0.02% | 347 |
|
|
2024
Q3 | $102K | Sell |
773
-20
| -3% | -$2.64K | 0.02% | 316 |
|
|
2024
Q2 | $96.6K | Hold |
793
| – | – | 0.02% | 312 |
|
|
2024
Q1 | $99.6K | Hold |
793
| – | – | 0.02% | 299 |
|
|
2023
Q4 | $90.4K | Buy |
793
+20
| +3% | +$2.28K | 0.02% | 291 |
|
|
2023
Q3 | $78.4K | Hold |
773
| – | – | 0.02% | 296 |
|
|
2023
Q2 | $83K | Hold |
773
| – | – | 0.02% | 291 |
|
|
2023
Q1 | $78.2K | Buy |
773
+65
| +9% | +$6.58K | 0.02% | 302 |
|
|
2022
Q4 | $26.4K | Hold |
708
| – | – | 0.07% | 157 |
|
|
2022
Q3 | $22.2K | Buy |
708
+200
| +39% | +$6.28K | 0.05% | 173 |
|
|
2022
Q2 | $27.4K | Buy |
508
+100
| +25% | +$5.39K | 0.06% | 152 |
|
|
2022
Q1 | $27.4K | Hold |
408
| – | – | 0.06% | 152 |
|
|
2021
Q4 | $26.6K | Hold |
408
| – | – | 0.06% | 147 |
|
|
2021
Q3 | $26.6K | Hold |
408
| – | – | 0.06% | 147 |
|
|
2021
Q2 | $27.5K | Hold |
408
| – | – | 0.06% | 147 |
|
|
2021
Q1 | $26.4K | Buy |
+408
| New | +$26.4K | 0.07% | 138 |
|
|
2020
Q2 | – | Sell |
-327
| Closed | -$19 | – | 696 |
|
|
2020
Q1 | $19 | Buy |
+327
| New | +$19 | ﹤0.01% | 402 |
|
|
2019
Q2 | $143 | Buy |
+1,850
| New | +$143 | ﹤0.01% | 218 |
|
|
2018
Q4 | $115K | Hold |
1,793
| – | – | 0.04% | 204 |
|
|
2018
Q3 | $142K | Hold |
1,793
| – | – | 0.05% | 173 |
|
|
2018
Q2 | $129K | Hold |
1,793
| – | – | 0.05% | 199 |
|
|
2018
Q1 | $130K | Hold |
1,793
| – | – | 0.07% | 191 |
|
|
2017
Q4 | $140K | Hold |
1,793
| – | – | 0.08% | 186 |
|
|
2017
Q3 | $129K | Hold |
1,793
| – | – | 0.08% | 176 |
|
|
2017
Q2 | $123K | Hold |
1,793
| – | – | 0.08% | 176 |
|
|
2017
Q1 | $116K | Hold |
1,793
| – | – | 0.06% | 175 |
|
|
2016
Q4 | $113K | Buy |
+1,793
| New | +$113K | 0.08% | 129 |
|