West Financial 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 | $3.76M | Buy |
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|
2025
Q2 | $3.42M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.61M | Buy |
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|
2024
Q2 | $2.31M | Buy |
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|
2024
Q1 | $2.35M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.82M | Buy |
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|
2023
Q1 | $1.68M | Sell |
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|
2022
Q4 | $1.65M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $346K | Hold |
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|
2021
Q3 | $320K | Hold |
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|
2021
Q2 | $335K | Sell |
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|
2021
Q1 | $930K | Buy |
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|
2020
Q4 | $496K | Buy |
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