LWA
Lowe 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 | $31.3K | Sell |
212
-48
| -18% | -$7.08K | 0.01% | 169 |
|
|
2025
Q1 | $34.1K | Sell |
260
-200
| -43% | -$26.2K | 0.01% | 159 |
|
|
2024
Q4 | $60.6K | Buy |
460
+360
| +360% | +$47.4K | 0.03% | 115 |
|
|
2024
Q3 | $13.5K | Hold |
100
| – | – | 0.01% | 201 |
|
|
2024
Q2 | $12.2K | Sell |
100
-100
| -50% | -$12.2K | 0.01% | 208 |
|
|
2024
Q1 | $25.2K | Sell |
200
-50
| -20% | -$6.3K | 0.01% | 151 |
|
|
2023
Q4 | $28.5K | Hold |
250
| – | – | 0.01% | 143 |
|
|
2023
Q3 | $25.3K | Buy |
250
+100
| +67% | +$10.1K | 0.01% | 139 |
|
|
2023
Q2 | $16.1K | Buy |
+150
| New | +$16.1K | 0.01% | 176 |
|
|
2023
Q1 | – | Sell |
-200
| Closed | -$19.6K | – | 361 |
|
|
2022
Q4 | $19.6K | Buy |
+200
| New | +$19.6K | 0.01% | 155 |
|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$103K | – | 338 |
|
|
2022
Q1 | $103K | Sell |
1,000
-200
| -17% | -$20.6K | 0.05% | 70 |
|
|
2021
Q4 | $127K | Sell |
1,200
-26,462
| -96% | -$2.8M | 0.06% | 61 |
|
|
2021
Q3 | $2.71M | Sell |
27,662
-539
| -2% | -$52.7K | 1.28% | 12 |
|
|
2021
Q2 | $2.89M | Buy |
28,201
+175
| +0.6% | +$17.9K | 1.38% | 12 |
|
|
2021
Q1 | $2.76M | Buy |
28,026
+27,963
| +44,386% | +$2.75M | 1.39% | 12 |
|
|
2020
Q4 | $6K | Hold |
63
| – | – | ﹤0.01% | 199 |
|
|
2020
Q3 | $5K | Hold |
63
| – | – | ﹤0.01% | 197 |
|
|
2020
Q2 | $4K | Buy |
63
+3
| +5% | +$190 | ﹤0.01% | 202 |
|
|
2020
Q1 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 202 |
|
|
2019
Q2 | – | Sell |
-33
| Closed | -$2K | – | 317 |
|
|
2019
Q1 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 238 |
|
|
2016
Q2 | – | Sell |
-100
| Closed | -$6K | – | 262 |
|
|
2016
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 144 |
|
|
2015
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 160 |
|
|
2015
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 159 |
|
|
2015
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 160 |
|
|
2015
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 148 |
|
|
2014
Q4 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 138 |
|