LRWA
Long Run 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
Q2 | $10.9M | Buy |
74,159
+591
| +0.8% | +$87.2K | 2.29% | 11 |
|
|
2025
Q1 | $9.64M | Buy |
73,568
+3,252
| +5% | +$426K | 2.19% | 12 |
|
|
2024
Q4 | $9.26M | Sell |
70,316
-865
| -1% | -$114K | 2.22% | 13 |
|
|
2024
Q3 | $9.64M | Buy |
71,181
+1,280
| +2% | +$173K | 2.27% | 11 |
|
|
2024
Q2 | $8.52M | Buy |
69,901
+23,091
| +49% | +$2.81M | 2.16% | 13 |
|
|
2024
Q1 | $5.9M | Buy |
46,810
+2,173
| +5% | +$274K | 1.55% | 17 |
|
|
2023
Q4 | $5.09M | Buy |
44,637
+2,563
| +6% | +$292K | 1.47% | 19 |
|
|
2023
Q3 | $4.27M | Buy |
42,074
+1,621
| +4% | +$164K | 1.38% | 21 |
|
|
2023
Q2 | $4.34M | Buy |
40,453
+3,825
| +10% | +$411K | 1.39% | 22 |
|
|
2023
Q1 | $3.71M | Sell |
36,628
-2,583
| -7% | -$261K | 1.26% | 24 |
|
|
2022
Q4 | $3.85M | Buy |
39,211
+799
| +2% | +$78.5K | 1.39% | 22 |
|
|
2022
Q3 | $3.18M | Sell |
38,412
-22,876
| -37% | -$1.9M | 1.26% | 24 |
|
|
2022
Q2 | $5.35M | Buy |
61,288
+1,487
| +2% | +$130K | 2.07% | 14 |
|
|
2022
Q1 | $6.17M | Buy |
59,801
+1,201
| +2% | +$124K | 2.15% | 13 |
|
|
2021
Q4 | $6.2M | Buy |
+58,600
| New | +$6.2M | 2.16% | 12 |
|