BWL
Bogart Wealth LLC’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 | $13K | Sell |
88
-100
| -53% | -$14.7K | ﹤0.01% | 729 |
|
|
2025
Q1 | $24.6K | Buy |
188
+100
| +114% | +$13.1K | ﹤0.01% | 539 |
|
|
2024
Q4 | $11.6K | Buy |
+88
| New | +$11.6K | ﹤0.01% | 692 |
|
|
2023
Q1 | – | Sell |
-129
| Closed | -$12.7K | – | 1238 |
|
|
2022
Q4 | $12.7K | Buy |
129
+104
| +416% | +$10.2K | ﹤0.01% | 499 |
|
|
2022
Q3 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 849 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1014 |
|