Pacific Wealth Management’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
2024
Q2
Sell
-39,702
Closed -$4.53M 27
2024
Q1
$4.53M Hold
39,702
2.58% 9
2023
Q4
$4.53M Sell
39,702
-273
-0.7% -$31.1K 2.58% 9
2023
Q3
$4.05M Buy
+39,975
New +$4.05M 2.67% 8