Moller Wealth Partners’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
Q1
Sell
-3,687
Closed -$486K 70
2024
Q4
$486K Buy
3,687
+818
+29% +$108K 0.13% 41
2024
Q3
$389K Buy
2,869
+9
+0.3% +$1.22K 0.1% 45
2024
Q2
$349K Buy
+2,860
New +$349K 0.09% 48