Navis 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
2025
Q2
$221K Buy
+1,500
New +$221K 0.19% 102
2024
Q4
Sell
-1,500
Closed -$203K 111
2024
Q3
$203K Buy
+1,500
New +$203K 0.22% 97