New England Private 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 | $219K | Buy |
+1,443
| New | +$219K | 0.03% | 151 |
|
2024
Q4 | – | Sell |
-1,504
| Closed | -$204K | – | 153 |
|
2024
Q3 | $204K | Buy |
+1,504
| New | +$204K | 0.03% | 141 |
|
2014
Q3 | – | Sell |
-4,593
| Closed | -$248K | – | 110 |
|
2014
Q2 | $248K | Hold |
4,593
| – | – | 0.1% | 86 |
|
2014
Q1 | $240K | Buy |
+4,593
| New | +$240K | 0.1% | 83 |
|