WFA
West Financial 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 | $3.42M | Buy |
+23,192
| New | +$3.42M | 0.6% | 22 |
|
|
2024
Q4 | – | Sell |
-19,255
| Closed | -$2.61M | – | 225 |
|
|
2024
Q3 | $2.61M | Buy |
19,255
+269
| +1% | +$36.4K | 0.5% | 22 |
|
|
2024
Q2 | $2.31M | Buy |
18,986
+339
| +2% | +$41.3K | 0.48% | 26 |
|
|
2024
Q1 | $2.35M | Buy |
+18,647
| New | +$2.35M | 0.5% | 22 |
|
|
2023
Q3 | – | Sell |
-16,986
| Closed | -$1.82M | – | 212 |
|
|
2023
Q2 | $1.82M | Buy |
16,986
+424
| +3% | +$45.5K | 0.45% | 22 |
|
|
2023
Q1 | $1.68M | Sell |
16,562
-238
| -1% | -$24.1K | 0.44% | 24 |
|
|
2022
Q4 | $1.65M | Buy |
+16,800
| New | +$1.65M | 0.46% | 24 |
|
|
2022
Q1 | – | Sell |
-3,268
| Closed | -$346K | – | 199 |
|
|
2021
Q4 | $346K | Hold |
3,268
| – | – | 0.09% | 47 |
|
|
2021
Q3 | $320K | Hold |
3,268
| – | – | 0.09% | 45 |
|
|
2021
Q2 | $335K | Sell |
3,268
-6,183
| -65% | -$634K | 0.1% | 41 |
|
|
2021
Q1 | $930K | Buy |
9,451
+3,848
| +69% | +$379K | 0.31% | 21 |
|
|
2020
Q4 | $496K | Buy |
+5,603
| New | +$496K | 0.18% | 30 |
|