Moss Adams Wealth Advisors’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
2023
Q4
Sell
-1,020
Closed -$103K 181
2023
Q3
$103K Hold
1,020
0.04% 104
2023
Q2
$109K Sell
1,020
-32
-3% -$3.43K 0.04% 97
2023
Q1
$106K Sell
1,052
-12
-1% -$1.21K 0.04% 96
2022
Q4
$104K Buy
+1,064
New +$104K 0.05% 111