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Stapp Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Stapp Wealth Management’s Portfolio XLI Stock Details XLI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-21,794
Closed -$2.14M – 27
2022
Q4 		$2.14M Sell
21,794
-9,352
-30% -$918K 5.13% 8
2022
Q3 		$2.58M Buy
+31,146
New +$2.58M 7.52% 4