TruWealth 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
Q3 | $345K | Buy |
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|
2025
Q2 | $330K | Buy |
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|
2025
Q1 | $293K | Buy |
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|
2024
Q4 | $288K | Buy |
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|
2024
Q3 | $296K | Buy |
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|
2024
Q2 | $266K | Buy |
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|
2024
Q1 | $275K | Hold |
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|
2023
Q4 | $248K | Sell |
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|
2023
Q3 | $222K | Buy |
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|
2023
Q2 | $227K | Sell |
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|
2023
Q1 | $217K | Sell |
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|
2022
Q4 | $246K | Sell |
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|
2022
Q3 | $216K | Sell |
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|
2022
Q2 | $255K | Sell |
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|
2022
Q1 | $3.98M | Buy |
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|
2021
Q4 | $4M | Sell |
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|
2021
Q3 | $10.6M | Buy |
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|
2021
Q2 | $8.06M | Buy |
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|
2021
Q1 | $7.29M | Buy |
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|
2020
Q4 | $697K | Buy |
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