WAS
WESPAC Advisors SoCal’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 | $400K | Sell |
2,714
-394
| -13% | -$58.1K | 0.09% | 87 |
|
|
2025
Q1 | $407K | Sell |
3,108
-6,370
| -67% | -$835K | 0.11% | 81 |
|
|
2024
Q4 | $1.25M | Sell |
9,478
-69,396
| -88% | -$9.14M | 0.28% | 64 |
|
|
2024
Q3 | $10.7M | Buy |
78,874
+1,553
| +2% | +$210K | 2.47% | 14 |
|
|
2024
Q2 | $9.42M | Sell |
77,321
-816
| -1% | -$99.4K | 2.37% | 18 |
|
|
2024
Q1 | $9.84M | Buy |
78,137
+1,601
| +2% | +$202K | 2.58% | 14 |
|
|
2023
Q4 | $8.72M | Buy |
+76,536
| New | +$8.72M | 2.54% | 13 |
|