Western Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.39M | Sell |
43,328
-1,981
| -4% | -$292K | 0.38% | 50 |
|
|
2025
Q1 | $5.94M | Buy |
45,309
+2,599
| +6% | +$341K | 0.39% | 49 |
|
|
2024
Q4 | $5.63M | Buy |
42,710
+155
| +0.4% | +$20.4K | 0.37% | 50 |
|
|
2024
Q3 | $5.76M | Buy |
42,555
+10,655
| +33% | +$1.44M | 0.33% | 60 |
|
|
2024
Q2 | $3.89M | Buy |
31,900
+2,486
| +8% | +$303K | 0.29% | 70 |
|
|
2024
Q1 | $3.7M | Sell |
29,414
-5,675
| -16% | -$715K | 0.29% | 73 |
|
|
2023
Q4 | $4M | Buy |
35,089
+7,148
| +26% | +$815K | 0.29% | 77 |
|
|
2023
Q3 | $2.83M | Buy |
27,941
+4,196
| +18% | +$425K | 0.24% | 85 |
|
|
2023
Q2 | $2.55M | Buy |
23,745
+2,412
| +11% | +$259K | 0.22% | 101 |
|
|
2023
Q1 | $2.16M | Buy |
21,333
+3,257
| +18% | +$330K | 0.2% | 117 |
|
|
2022
Q4 | $1.78M | Sell |
18,076
-17,561
| -49% | -$1.72M | 0.18% | 133 |
|
|
2022
Q3 | $2.95M | Buy |
35,637
+148
| +0.4% | +$12.3K | 0.17% | 136 |
|
|
2022
Q2 | $3.1M | Sell |
35,489
-6,848
| -16% | -$598K | 0.18% | 132 |
|
|
2022
Q1 | $4.36M | Buy |
42,337
+21,871
| +107% | +$2.25M | 0.21% | 101 |
|
|
2021
Q4 | $2.17M | Buy |
+20,466
| New | +$2.17M | 0.21% | 107 |
|
|
2021
Q2 | $2.01M | Buy |
19,679
+5,014
| +34% | +$513K | 0.21% | 111 |
|
|
2021
Q1 | $1.44M | Buy |
14,665
+2,085
| +17% | +$205K | 0.19% | 123 |
|
|
2020
Q4 | $1.11M | Buy |
12,580
+1,428
| +13% | +$126K | 0.16% | 144 |
|
|
2020
Q3 | $859K | Buy |
11,152
+849
| +8% | +$65.4K | 0.14% | 163 |
|
|
2020
Q2 | $708K | Sell |
10,303
-798
| -7% | -$54.8K | 0.13% | 176 |
|
|
2020
Q1 | $653K | Sell |
11,101
-3,100
| -22% | -$182K | 0.15% | 151 |
|
|
2019
Q4 | $1.16M | Buy |
14,201
+1,813
| +15% | +$148K | 0.18% | 128 |
|
|
2019
Q3 | $964K | Sell |
12,388
-1,732
| -12% | -$135K | 0.2% | 124 |
|
|
2019
Q2 | $1.1M | Buy |
14,120
+403
| +3% | +$31.3K | 0.14% | 122 |
|
|
2019
Q1 | $1.03M | Sell |
13,717
-1,324
| -9% | -$99.6K | 0.23% | 107 |
|
|
2018
Q4 | $973K | Buy |
+15,041
| New | +$973K | 0.26% | 92 |
|