GWA
GGM Wealth Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $227K | Buy |
+1,751
| New | +$227K | 0.13% | 124 |
|
|
2024
Q4 | – | Sell |
-1,746
| Closed | -$236K | – | 162 |
|
|
2024
Q3 | $236K | Buy |
+1,746
| New | +$236K | 0.1% | 130 |
|
|
2023
Q3 | – | Sell |
-2,671
| Closed | -$291K | – | 145 |
|
|
2023
Q2 | $291K | Sell |
2,671
-65,483
| -96% | -$7.14M | 0.12% | 113 |
|
|
2023
Q1 | $6.9M | Buy |
+68,154
| New | +$6.9M | 3.94% | 7 |
|
|
2022
Q1 | – | Sell |
-4,161
| Closed | -$440K | – | 148 |
|
|
2021
Q4 | $440K | Sell |
4,161
-484
| -10% | -$51.2K | 0.35% | 57 |
|
|
2021
Q3 | $487K | Buy |
4,645
+998
| +27% | +$105K | 0.39% | 48 |
|
|
2021
Q2 | $371K | Sell |
3,647
-104,911
| -97% | -$10.7M | 0.32% | 59 |
|
|
2021
Q1 | $11.1M | Buy |
108,558
+6,289
| +6% | +$641K | 8.83% | 1 |
|
|
2020
Q4 | $9.17M | Buy |
+102,269
| New | +$9.17M | 9.05% | 2 |
|