Nauset Wealth Management’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
2022
Q1
$9.25M Sell
89,842
-2,348
-3% -$242K 7.36% 2
2021
Q4
$9.76M Buy
+92,190
New +$9.76M 9.3% 2