Northwest Financial 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 | – | Sell |
-1,573
| Closed | -$206K | – | 123 |
|
|
2025
Q1 | $206K | Sell |
1,573
-482
| -23% | -$63.2K | 0.17% | 115 |
|
|
2024
Q4 | $271K | Buy |
2,055
+304
| +17% | +$40.1K | 0.22% | 88 |
|
|
2024
Q3 | $237K | Buy |
+1,751
| New | +$237K | 0.19% | 86 |
|
|
2024
Q1 | – | Sell |
-1,189
| Closed | -$136K | – | 548 |
|
|
2023
Q4 | $136K | Buy |
+1,189
| New | +$136K | 0.12% | 112 |
|