PWP
Precedent Wealth Partners’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 | – | Sell |
-1,612
| Closed | -$211K | – | 177 |
|
|
2025
Q1 | $211K | Hold |
1,612
| – | – | 0.06% | 150 |
|
|
2024
Q4 | $212K | Hold |
1,612
| – | – | 0.07% | 147 |
|
|
2024
Q3 | $218K | Buy |
+1,612
| New | +$218K | 0.07% | 141 |
|
|
2024
Q2 | – | Sell |
-1,612
| Closed | -$203K | – | 144 |
|
|
2024
Q1 | $203K | Buy |
+1,612
| New | +$203K | 0.09% | 133 |
|