National Wealth Management Group’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
-3,300
Closed -$335K 160
2023
Q3
$335K Buy
+3,300
New +$335K 0.36% 91
2022
Q1
Sell
-1,980
Closed -$210K 137
2021
Q4
$210K Buy
+1,980
New +$210K 0.2% 116