AWM
Axxcess 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 | $1.41M | Sell |
9,557
-4,507
| -32% | -$665K | 0.03% | 348 |
|
|
2025
Q1 | $1.84M | Buy |
14,064
+41
| +0.3% | +$5.37K | 0.05% | 279 |
|
|
2024
Q4 | $1.85M | Buy |
14,023
+1,700
| +14% | +$224K | 0.04% | 289 |
|
|
2024
Q3 | $1.67M | Sell |
12,323
-71,304
| -85% | -$9.66M | 0.04% | 298 |
|
|
2024
Q2 | $10.2M | Buy |
83,627
+28,984
| +53% | +$3.53M | 0.27% | 71 |
|
|
2024
Q1 | $6.88M | Sell |
54,643
-13,170
| -19% | -$1.66M | 0.19% | 95 |
|
|
2023
Q4 | $7.73M | Buy |
67,813
+28,446
| +72% | +$3.24M | 0.22% | 88 |
|
|
2023
Q3 | $3.99M | Buy |
39,367
+16,626
| +73% | +$1.69M | 0.14% | 123 |
|
|
2023
Q2 | $2.44M | Buy |
22,741
+2,890
| +15% | +$310K | 0.18% | 109 |
|
|
2023
Q1 | $2.01M | Sell |
19,851
-1,153
| -5% | -$117K | 0.15% | 133 |
|
|
2022
Q4 | $2.06M | Buy |
21,004
+12,333
| +142% | +$1.21M | 0.17% | 122 |
|
|
2022
Q3 | $718K | Hold |
8,671
| – | – | 0.07% | 243 |
|
|
2022
Q2 | $757K | Sell |
8,671
-3,295
| -28% | -$288K | 0.07% | 224 |
|
|
2022
Q1 | $1.23M | Buy |
11,966
+98
| +0.8% | +$10.1K | 0.1% | 181 |
|
|
2021
Q4 | $1.26M | Buy |
+11,868
| New | +$1.26M | 0.09% | 173 |
|