Worth Asset Management’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 | $447K | Buy |
|
|||||
2025
Q2 | $256K | Sell |
|
|||||
2025
Q1 | $862K | Sell |
|
|||||
2024
Q4 | $1.03M | Buy |
|
|||||
2024
Q3 | $897K | Buy |
|
|||||
2024
Q2 | – | Sell |
|
|||||
2024
Q1 | $1.4M | Buy |
|
|||||
2023
Q4 | $1.2M | Buy |
|
|||||
2023
Q3 | – | Sell |
|
|||||
2023
Q2 | $1.61M | Buy |
|
|||||
2023
Q1 | $183K | Sell |
|
|||||
2022
Q4 | $1.57M | Buy |
|
|||||
2022
Q3 | $27K | Buy |
|
|||||
2022
Q2 | $21K | Sell |
|
|||||
2022
Q1 | $31K | Buy |
|