Paragon Financial Partners’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
Q4
Sell
-1,787
Closed -$242K 85
2024
Q3
$242K Buy
1,787
+4
+0.2% +$542 0.18% 75
2024
Q2
$217K Buy
1,783
+4
+0.2% +$487 0.17% 77
2024
Q1
$224K Buy
+1,779
New +$224K 0.18% 79