SWA
Strategies Wealth Advisors’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 | $420K | Sell |
2,850
-526
| -16% | -$77.6K | 0.05% | 118 |
|
|
2025
Q1 | $443K | Sell |
3,376
-24
| -0.7% | -$3.15K | 0.05% | 105 |
|
|
2024
Q4 | $471K | Sell |
3,400
-67
| -2% | -$9.28K | 0.06% | 84 |
|
|
2024
Q3 | $470K | Sell |
3,467
-213
| -6% | -$28.9K | 0.06% | 65 |
|
|
2024
Q2 | $448K | Buy |
3,680
+229
| +7% | +$27.9K | 0.07% | 62 |
|
|
2024
Q1 | $435K | Sell |
3,451
-19
| -0.5% | -$2.39K | 0.07% | 68 |
|
|
2023
Q4 | $396K | Buy |
3,470
+675
| +24% | +$76.9K | 0.07% | 68 |
|
|
2023
Q3 | $283K | Buy |
2,795
+10
| +0.4% | +$1.01K | 0.06% | 67 |
|
|
2023
Q2 | $299K | Buy |
2,785
+1
| +0% | +$107 | 0.06% | 69 |
|
|
2023
Q1 | $282K | Buy |
2,784
+289
| +12% | +$29.2K | 0.06% | 67 |
|
|
2022
Q4 | $245K | Buy |
+2,495
| New | +$245K | 0.06% | 66 |
|
|
2022
Q2 | $234K | Buy |
2,679
+101
| +4% | +$8.82K | 0.07% | 76 |
|
|
2022
Q1 | $266K | Buy |
2,578
+8
| +0.3% | +$824 | 0.07% | 74 |
|
|
2021
Q4 | $272K | Buy |
+2,570
| New | +$272K | 0.08% | 73 |
|