Worth Financial Advisory Group’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
Q2 | $758K | Sell |
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2025
Q1 | $693K | Buy |
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2024
Q4 | $690K | Sell |
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2024
Q3 | $743K | Buy |
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2024
Q2 | $659K | Sell |
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2024
Q1 | $686K | Sell |
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2023
Q4 | $637K | Sell |
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2023
Q3 | $568K | Buy |
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2023
Q2 | $581K | Sell |
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2023
Q1 | $603K | Buy |
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2022
Q4 | $533K | Buy |
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