Whitener Capital 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 | $327K | Sell |
2,218
-64
| -3% | -$9.44K | 0.09% | 131 |
|
|
2025
Q1 | $299K | Buy |
2,282
+156
| +7% | +$20.4K | 0.08% | 129 |
|
|
2024
Q4 | $280K | Buy |
2,126
+82
| +4% | +$10.8K | 0.08% | 130 |
|
|
2024
Q3 | $277K | Buy |
2,044
+103
| +5% | +$14K | 0.08% | 135 |
|
|
2024
Q2 | $237K | Buy |
1,941
+227
| +13% | +$27.7K | 0.07% | 142 |
|
|
2024
Q1 | $216K | Buy |
+1,714
| New | +$216K | 0.07% | 142 |
|
|
2019
Q4 | – | Sell |
-100
| Closed | -$7K | – | 447 |
|
|
2019
Q3 | $7K | Buy |
100
+41
| +69% | +$2.87K | ﹤0.01% | 387 |
|
|
2019
Q2 | $4K | Hold |
59
| – | – | ﹤0.01% | 401 |
|
|
2019
Q1 | $4K | Hold |
59
| – | – | ﹤0.01% | 398 |
|
|
2018
Q4 | $3K | Hold |
59
| – | – | ﹤0.01% | 395 |
|
|
2018
Q3 | $4K | Buy |
+59
| New | +$4K | ﹤0.01% | 389 |
|
|
2018
Q2 | – | Sell |
-59
| Closed | -$4K | – | 419 |
|
|
2018
Q1 | $4K | Buy |
+59
| New | +$4K | ﹤0.01% | 397 |
|