FWM
Foguth 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 |
-4,275
| Closed | -$560K | – | 164 |
|
|
2025
Q1 | $560K | Sell |
4,275
-7,593
| -64% | -$995K | 0.14% | 74 |
|
|
2024
Q4 | $1.67M | Buy |
11,868
+5,156
| +77% | +$727K | 0.44% | 52 |
|
|
2024
Q3 | $909K | Sell |
6,712
-404
| -6% | -$54.7K | 0.33% | 52 |
|
|
2024
Q2 | $867K | Buy |
7,116
+2,359
| +50% | +$287K | 0.38% | 45 |
|
|
2024
Q1 | $599K | Buy |
+4,757
| New | +$599K | 0.32% | 60 |
|