NWWA
New Wave Wealth Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3M | Buy |
29,129
+588
| +2% | +$86.7K | 1.83% | 14 |
|
|
2025
Q1 | $3.74M | Buy |
28,541
+2,874
| +11% | +$377K | 1.68% | 19 |
|
|
2024
Q4 | $3.38M | Sell |
25,667
-1,708
| -6% | -$225K | 1.39% | 19 |
|
|
2024
Q3 | $3.71M | Buy |
27,375
+326
| +1% | +$44.2K | 1.71% | 17 |
|
|
2024
Q2 | $3.3M | Buy |
+27,049
| New | +$3.3M | 1.77% | 16 |
|