Guerra Pan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.6M | Buy |
31,193
+1,138
| +4% | +$168K | 3.03% | 10 |
|
|
2025
Q1 | $3.94M | Buy |
30,055
+4,048
| +16% | +$531K | 3.09% | 8 |
|
|
2024
Q4 | $3.43M | Buy |
26,007
+3,414
| +15% | +$450K | 2.48% | 13 |
|
|
2024
Q3 | $3.06M | Buy |
22,593
+932
| +4% | +$126K | 2.45% | 12 |
|
|
2024
Q2 | $2.64M | Buy |
21,661
+3,132
| +17% | +$382K | 2.21% | 14 |
|
|
2024
Q1 | $2.33M | Buy |
18,529
+1,114
| +6% | +$140K | 2.16% | 14 |
|
|
2023
Q4 | $1.99M | Buy |
17,415
+5,879
| +51% | +$670K | 1.89% | 15 |
|
|
2023
Q3 | $1.17M | Buy |
11,536
+2,260
| +24% | +$229K | 1.35% | 21 |
|
|
2023
Q2 | $996K | Buy |
+9,276
| New | +$996K | 1.11% | 29 |
|