WWA
WCG 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 | $8.33M | Sell |
56,476
-23,824
| -30% | -$3.51M | 0.54% | 53 |
|
|
2025
Q1 | $10.5M | Sell |
80,300
-9,254
| -10% | -$1.21M | 0.8% | 34 |
|
|
2024
Q4 | $11.8M | Sell |
89,554
-1,159
| -1% | -$153K | 0.78% | 36 |
|
|
2024
Q3 | $12.3M | Sell |
90,713
-2,289
| -2% | -$310K | 0.83% | 33 |
|
|
2024
Q2 | $11.3M | Buy |
+93,002
| New | +$11.3M | 0.84% | 35 |
|
|
2024
Q1 | – | Sell |
-29,028
| Closed | -$3.31M | – | 313 |
|
|
2023
Q4 | $3.31M | Buy |
29,028
+159
| +0.6% | +$18.1K | 0.24% | 94 |
|
|
2023
Q3 | $2.94M | Buy |
+28,869
| New | +$2.94M | 0.22% | 102 |
|