RMR Wealth Builders’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 | $417K | Sell |
2,830
-86
| -3% | -$12.7K | 0.04% | 181 |
|
|
2025
Q1 | $382K | Sell |
2,916
-99
| -3% | -$13K | 0.04% | 175 |
|
|
2024
Q4 | $397K | Buy |
3,015
+123
| +4% | +$16.2K | 0.04% | 176 |
|
|
2024
Q3 | $392K | Sell |
2,892
-3,684
| -56% | -$499K | 0.04% | 183 |
|
|
2024
Q2 | $801K | Buy |
6,576
+2,553
| +63% | +$311K | 0.09% | 110 |
|
|
2024
Q1 | $507K | Buy |
4,023
+413
| +11% | +$52K | 0.06% | 152 |
|
|
2023
Q4 | $412K | Buy |
+3,610
| New | +$412K | 0.06% | 163 |
|
|
2023
Q2 | – | Sell |
-3,476
| Closed | -$352K | – | 223 |
|
|
2023
Q1 | $352K | Buy |
+3,476
| New | +$352K | 0.07% | 146 |
|