OBWG
Onyx Bridge Wealth Group’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 | $11.3M | Buy |
76,427
+72,022
| +1,635% | +$10.6M | 1.49% | 15 |
|
|
2025
Q1 | $577K | Sell |
4,405
-96,585
| -96% | -$12.7M | 0.08% | 144 |
|
|
2024
Q4 | $13.3M | Buy |
100,990
+3,590
| +4% | +$473K | 1.92% | 10 |
|
|
2024
Q3 | $13.2M | Buy |
97,400
+93,693
| +2,527% | +$12.7M | 1.99% | 11 |
|
|
2024
Q2 | $452K | Sell |
3,707
-142
| -4% | -$17.3K | 0.07% | 160 |
|
|
2024
Q1 | $472K | Sell |
3,849
-71,396
| -95% | -$8.76M | 0.08% | 153 |
|
|
2023
Q4 | $8.58M | Buy |
75,245
+71,810
| +2,091% | +$8.19M | 1.73% | 16 |
|
|
2023
Q3 | $348K | Sell |
3,435
-258
| -7% | -$26.2K | 0.08% | 161 |
|
|
2023
Q2 | $396K | Buy |
3,693
+532
| +17% | +$57.1K | 0.09% | 149 |
|
|
2023
Q1 | $320K | Sell |
3,161
-73
| -2% | -$7.39K | 0.13% | 121 |
|
|
2022
Q4 | $326K | Sell |
3,234
-96
| -3% | -$9.69K | 0.13% | 114 |
|
|
2022
Q3 | $282K | Sell |
3,330
-272
| -8% | -$23K | 0.13% | 119 |
|
|
2022
Q2 | $326K | Buy |
3,602
+271
| +8% | +$24.5K | 0.15% | 95 |
|
|
2022
Q1 | $322K | Buy |
3,331
+226
| +7% | +$21.8K | 0.12% | 97 |
|
|
2021
Q4 | $326K | Buy |
+3,105
| New | +$326K | 0.11% | 105 |
|