RWPA
Richard W. Paul & Associates’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 | $498K | Sell |
3,376
-216
| -6% | -$31.9K | 0.18% | 115 |
|
|
2025
Q1 | $471K | Sell |
3,592
-9,330
| -72% | -$1.22M | 0.18% | 117 |
|
|
2024
Q4 | $1.7M | Sell |
12,922
-376
| -3% | -$49.5K | 0.62% | 40 |
|
|
2024
Q3 | $1.8M | Sell |
13,298
-219
| -2% | -$29.7K | 0.65% | 32 |
|
|
2024
Q2 | $1.65M | Buy |
13,517
+391
| +3% | +$47.7K | 0.64% | 37 |
|
|
2024
Q1 | $1.65M | Sell |
13,126
-138
| -1% | -$17.4K | 0.66% | 33 |
|
|
2023
Q4 | $1.51M | Sell |
13,264
-155
| -1% | -$17.7K | 0.64% | 38 |
|
|
2023
Q3 | $1.36M | Buy |
13,419
+5,109
| +61% | +$518K | 0.62% | 38 |
|
|
2023
Q2 | $892K | Buy |
8,310
+226
| +3% | +$24.3K | 0.39% | 77 |
|
|
2023
Q1 | $818K | Buy |
8,084
+868
| +12% | +$87.8K | 0.38% | 76 |
|
|
2022
Q4 | $709K | Buy |
+7,216
| New | +$709K | 0.36% | 76 |
|