SWC
Spectrum Wealth Counsel’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $11.4M | Buy |
87,050
+3,826
| +5% | +$501K | 1.37% | 20 |
|
|
2024
Q4 | $11M | Buy |
83,224
+412
| +0.5% | +$54.3K | 1.29% | 24 |
|
|
2024
Q3 | $11.2M | Sell |
82,812
-67,855
| -45% | -$9.19M | 1.32% | 18 |
|
|
2024
Q2 | $18.4M | Buy |
150,667
+65,392
| +77% | +$7.97M | 2.32% | 9 |
|
|
2024
Q1 | $10.7M | Buy |
85,275
+1,110
| +1% | +$140K | 1.31% | 17 |
|
|
2023
Q4 | $9.59M | Buy |
+84,165
| New | +$9.59M | 1.33% | 20 |
|