MWA
Monograph 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 | $426K | Hold |
2,887
| – | – | 0.05% | 90 |
|
|
2025
Q1 | $378K | Hold |
2,887
| – | – | 0.05% | 81 |
|
|
2024
Q4 | $380K | Hold |
2,887
| – | – | 0.05% | 87 |
|
|
2024
Q3 | $391K | Hold |
2,887
| – | – | 0.05% | 83 |
|
|
2024
Q2 | $352K | Hold |
2,887
| – | – | 0.05% | 83 |
|
|
2024
Q1 | $364K | Hold |
2,887
| – | – | 0.05% | 118 |
|
|
2023
Q4 | $329K | Hold |
2,887
| – | – | 0.06% | 80 |
|
|
2023
Q3 | $293K | Hold |
2,887
| – | – | 0.06% | 95 |
|
|
2023
Q2 | $310K | Sell |
2,887
-36
| -1% | -$3.86K | 0.07% | 69 |
|
|
2023
Q1 | $296K | Sell |
2,923
-61
| -2% | -$6.17K | 0.07% | 67 |
|
|
2022
Q4 | $293K | Buy |
2,984
+97
| +3% | +$9.52K | 0.08% | 71 |
|
|
2022
Q3 | $239K | Hold |
2,887
| – | – | 0.08% | 61 |
|
|
2022
Q2 | $252K | Hold |
2,887
| – | – | 0.07% | 64 |
|
|
2022
Q1 | $297K | Hold |
2,887
| – | – | 0.08% | 67 |
|
|
2021
Q4 | $305K | Buy |
+2,887
| New | +$305K | 0.08% | 67 |
|