Roberts Wealth Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $943K | Sell |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $999K | Sell |
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|
2024
Q2 | $946K | Sell |
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|
2024
Q1 | $986K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $838K | Sell |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $1M | Buy |
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|
2022
Q4 | $992K | Buy |
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|
2022
Q3 | $815K | Buy |
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|
2022
Q2 | $803K | Buy |
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|
2022
Q1 | $914K | Buy |
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|
2021
Q4 | $918K | Buy |
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|
2021
Q3 | $829K | Buy |
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