LFPWM
Leicht Financial Planning & 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 |
-35,892
| Closed | -$4.7M | – | 18 |
|
|
2025
Q1 | $4.7M | Sell |
35,892
-838
| -2% | -$110K | 2.46% | 11 |
|
|
2024
Q4 | $4.84M | Sell |
36,730
-425
| -1% | -$56K | 2.48% | 12 |
|
|
2024
Q3 | $5.03M | Sell |
37,155
-57
| -0.2% | -$7.72K | 2.53% | 11 |
|
|
2024
Q2 | $4.54M | Buy |
37,212
+6,845
| +23% | +$834K | 2.42% | 14 |
|
|
2024
Q1 | $3.83M | Sell |
30,367
-2,860
| -9% | -$360K | 2.1% | 15 |
|
|
2023
Q4 | $3.79M | Sell |
33,227
-6,757
| -17% | -$770K | 2.17% | 15 |
|
|
2023
Q3 | $4.05M | Sell |
39,984
-20,229
| -34% | -$2.05M | 2.5% | 12 |
|
|
2023
Q2 | $6.46M | Sell |
60,213
-1,797
| -3% | -$193K | 3.9% | 9 |
|
|
2023
Q1 | $6.27M | Buy |
+62,010
| New | +$6.27M | 3.86% | 10 |
|
|
2022
Q2 | – | Sell |
-67,137
| Closed | -$6.91M | – | 26 |
|
|
2022
Q1 | $6.91M | Sell |
67,137
-576
| -0.9% | -$59.3K | 4.12% | 12 |
|
|
2021
Q4 | $7.17M | Buy |
67,713
+2,048
| +3% | +$217K | 4.09% | 12 |
|
|
2021
Q3 | $6.51M | Buy |
65,665
+1,669
| +3% | +$165K | 3.91% | 11 |
|
|
2021
Q2 | $6.58M | Sell |
63,996
-243
| -0.4% | -$25K | 4% | 12 |
|
|
2021
Q1 | $6.32M | Sell |
64,239
-1,347
| -2% | -$133K | 4.09% | 11 |
|
|
2020
Q4 | $5.81M | Buy |
65,586
+3,776
| +6% | +$334K | 3.94% | 12 |
|
|
2020
Q3 | $4.75M | Buy |
61,810
+3,439
| +6% | +$264K | 3.53% | 12 |
|
|
2020
Q2 | $4M | Buy |
+58,371
| New | +$4M | 3.18% | 13 |
|
|
2017
Q2 | – | Sell |
-3,545
| Closed | -$227K | – | 26 |
|
|
2017
Q1 | $227K | Sell |
3,545
-1,025
| -22% | -$65.6K | 0.21% | 26 |
|
|
2016
Q4 | $289K | Buy |
+4,570
| New | +$289K | 0.27% | 27 |
|