BWM
BNC 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 | – | Sell |
-15,641
| Closed | -$2.05M | – | 108 |
|
|
2025
Q1 | $2.05M | Buy |
15,641
+1,881
| +14% | +$247K | 0.74% | 41 |
|
|
2024
Q4 | $1.81M | Buy |
+13,760
| New | +$1.81M | 0.6% | 42 |
|
|
2024
Q2 | – | Sell |
-3,165
| Closed | -$399K | – | 109 |
|
|
2024
Q1 | $399K | Sell |
3,165
-1,594
| -33% | -$201K | 0.17% | 75 |
|
|
2023
Q4 | $542K | Buy |
+4,759
| New | +$542K | 0.26% | 65 |
|
|
2022
Q2 | – | Sell |
-4,809
| Closed | -$495K | – | 132 |
|
|
2022
Q1 | $495K | Buy |
+4,809
| New | +$495K | 0.24% | 70 |
|