AWM
Accurate Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.34M | Buy |
+35,452
| New | +$5.34M | 0.82% | 21 |
|
|
2025
Q1 | – | Sell |
-1,830
| Closed | -$240K | – | 421 |
|
|
2024
Q4 | $240K | Buy |
+1,830
| New | +$240K | 0.05% | 331 |
|
|
2024
Q2 | – | Sell |
-48,056
| Closed | -$5.79M | – | 339 |
|
|
2024
Q1 | $5.79M | Buy |
+48,056
| New | +$5.79M | 1.69% | 10 |
|
|
2023
Q1 | – | Sell |
-392
| Closed | -$39.6K | – | 1491 |
|
|
2022
Q4 | $39.6K | Buy |
+392
| New | +$39.6K | 0.01% | 512 |
|