WFAG
Worth Financial Advisory Group’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758K | Sell |
5,142
-149
| -3% | -$22K | 0.47% | 48 |
|
|
2025
Q1 | $693K | Buy |
5,291
+53
| +1% | +$6.95K | 0.44% | 58 |
|
|
2024
Q4 | $690K | Sell |
5,238
-251
| -5% | -$33.1K | 0.42% | 62 |
|
|
2024
Q3 | $743K | Buy |
5,489
+79
| +1% | +$10.7K | 0.44% | 56 |
|
|
2024
Q2 | $659K | Sell |
5,410
-40
| -0.7% | -$4.88K | 0.43% | 57 |
|
|
2024
Q1 | $686K | Sell |
5,450
-142
| -3% | -$17.9K | 0.48% | 58 |
|
|
2023
Q4 | $637K | Sell |
5,592
-10
| -0.2% | -$1.14K | 0.51% | 52 |
|
|
2023
Q3 | $568K | Buy |
5,602
+189
| +3% | +$19.2K | 0.51% | 53 |
|
|
2023
Q2 | $581K | Sell |
5,413
-544
| -9% | -$58.4K | 0.54% | 52 |
|
|
2023
Q1 | $603K | Buy |
5,957
+528
| +10% | +$53.4K | 0.58% | 51 |
|
|
2022
Q4 | $533K | Buy |
+5,429
| New | +$533K | 0.62% | 45 |
|