WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $9.36K | Sell |
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|
2024
Q3 | $18K | Hold |
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|
2024
Q2 | $16.2K | Sell |
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|
2024
Q1 | $22.7K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $93.5K | Hold |
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|
2023
Q2 | $98.9K | Buy |
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|
2023
Q1 | $18.2K | Buy |
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|
2022
Q4 | $4.62K | Hold |
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|
2022
Q3 | $3.89K | Hold |
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|
2022
Q2 | $4.11K | Hold |
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|
2022
Q1 | $4.84K | Buy |
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