Morton Brown Family Wealth’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 Q2	$12K	Hold	82	–	–	﹤0.01%	180
2025 Q1	$10.7K	Buy	+82	New	+$10.7K	﹤0.01%	186
2024 Q1	–	Sell	-81	Closed	-$9.28K	–	303
2023 Q4	$9.28K	Buy	+81	New	+$9.28K	﹤0.01%	184