Whitaker-Myers Wealth Managers’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 Q1	–	Sell	-5,992	Closed	-$790K	–	145
2024 Q4	$790K	Sell	5,992 -2,759	-32%	-$364K	0.23%	48
2024 Q3	$1.19M	Buy	8,751 +966	+12%	+$131K	0.39%	36
2024 Q2	$949K	Buy	7,785 +1,040	+15%	+$127K	0.35%	43
2024 Q1	$850K	Buy	+6,745	New	+$850K	0.36%	45