TW
TritonPoint Wealth’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 | $10.8M | Buy |
72,894
+324
| +0.4% | +$47.8K | 1% | 24 |
|
2025
Q1 | $9.51M | Buy |
72,570
+1,882
| +3% | +$247K | 0.91% | 27 |
|
2024
Q4 | $9.31M | Buy |
70,688
+680
| +1% | +$89.6K | 0.84% | 29 |
|
2024
Q3 | $9.44M | Buy |
70,008
+6,265
| +10% | +$845K | 0.86% | 30 |
|
2024
Q2 | $7.77M | Sell |
63,743
-1,005
| -2% | -$122K | 0.75% | 37 |
|
2024
Q1 | $6.94M | Buy |
64,748
+3,893
| +6% | +$417K | 0.73% | 34 |
|
2023
Q4 | $6.94M | Buy |
+60,855
| New | +$6.94M | 0.68% | 38 |
|