Wetzel Investment Advisors’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 | $263K | Sell |
1,783
-9
| -0.5% | -$1.33K | 0.12% | 102 |
|
|
2025
Q1 | $235K | Buy |
1,792
+35
| +2% | +$4.59K | 0.12% | 104 |
|
|
2024
Q4 | $232K | Buy |
1,757
+31
| +2% | +$4.09K | 0.12% | 110 |
|
|
2024
Q3 | $234K | Buy |
1,726
+78
| +5% | +$10.6K | 0.12% | 110 |
|
|
2024
Q2 | $208K | Hold |
1,648
| – | – | 0.12% | 113 |
|
|
2024
Q1 | $199K | Buy |
1,648
+35
| +2% | +$4.22K | 0.12% | 114 |
|
|
2023
Q4 | $184K | Buy |
+1,613
| New | +$184K | 0.11% | 115 |
|