FRG Family Wealth Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-545
Closed -$66.2K 364
2024
Q1
$66.2K Buy
+545
New +$66.2K 0.01% 191
2021
Q3
Sell
-2,020
Closed -$207K 141
2021
Q2
$207K Buy
+2,020
New +$207K 0.04% 136