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Insight Wealth Strategies’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Insight Wealth Strategies’s Portfolio XLI Stock Details XLI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-86,630
Closed -$11.7M – 177
2024
Q3 		$11.7M Buy
86,630
+773
+0.9% +$105K 1.55% 18
2024
Q2 		$10.5M Buy
85,857
+35,670
+71% +$4.35M 1.49% 20
2024
Q1 		$6.32M Buy
+50,187
New +$6.32M 0.93% 26