WP
WMS Partners’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,858
| Closed | -$640K | – | 288 |
|
|
2024
Q4 | $640K | Sell |
4,858
-94
| -2% | -$12.4K | 0.04% | 156 |
|
|
2024
Q3 | $671K | Buy |
4,952
+1,846
| +59% | +$250K | 0.04% | 149 |
|
|
2024
Q2 | $379K | Hold |
3,106
| – | – | 0.02% | 182 |
|
|
2024
Q1 | $391K | Hold |
3,106
| – | – | 0.03% | 189 |
|
|
2023
Q4 | $354K | Hold |
3,106
| – | – | 0.03% | 191 |
|
|
2023
Q3 | $315K | Hold |
3,106
| – | – | 0.02% | 197 |
|
|
2023
Q2 | $333K | Hold |
3,106
| – | – | 0.03% | 200 |
|
|
2023
Q1 | $314K | Hold |
3,106
| – | – | 0.03% | 200 |
|
|
2022
Q4 | $305K | Buy |
+3,106
| New | +$305K | 0.03% | 203 |
|