1IA
1834 Investment Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,382
| Closed | -$426K | – | 225 |
|
|
2024
Q1 | $426K | Hold |
3,382
| – | – | 0.05% | 175 |
|
|
2023
Q4 | $386K | Hold |
3,382
| – | – | 0.05% | 182 |
|
|
2023
Q3 | $343K | Hold |
3,382
| – | – | 0.04% | 189 |
|
|
2023
Q2 | $363K | Hold |
3,382
| – | – | 0.04% | 193 |
|
|
2023
Q1 | $342K | Hold |
3,382
| – | – | 0.04% | 195 |
|
|
2022
Q4 | $332K | Hold |
3,382
| – | – | 0.05% | 152 |
|
|
2022
Q3 | $280K | Hold |
3,382
| – | – | 0.04% | 163 |
|
|
2022
Q2 | $295K | Buy |
3,382
+3,173
| +1,518% | +$277K | 0.04% | 156 |
|
|
2022
Q1 | $22K | Hold |
209
| – | – | ﹤0.01% | 310 |
|
|
2021
Q4 | $22K | Hold |
209
| – | – | ﹤0.01% | 326 |
|
|
2021
Q3 | $20K | Sell |
209
-144
| -41% | -$13.8K | ﹤0.01% | 342 |
|
|
2021
Q2 | $36K | Hold |
353
| – | – | ﹤0.01% | 299 |
|
|
2021
Q1 | $35K | Sell |
353
-226
| -39% | -$22.4K | ﹤0.01% | 287 |
|
|
2020
Q4 | $51K | Buy |
579
+34
| +6% | +$3K | 0.01% | 266 |
|
|
2020
Q3 | $42K | Hold |
545
| – | – | 0.01% | 272 |
|
|
2020
Q2 | $37K | Sell |
545
-89
| -14% | -$6.04K | 0.01% | 258 |
|
|
2020
Q1 | $37K | Sell |
634
-345
| -35% | -$20.1K | 0.01% | 266 |
|
|
2019
Q4 | $80K | Buy |
979
+162
| +20% | +$13.2K | 0.01% | 249 |
|
|
2019
Q3 | $63K | Hold |
817
| – | – | 0.01% | 260 |
|
|
2019
Q2 | $63K | Buy |
817
+58
| +8% | +$4.47K | 0.01% | 264 |
|
|
2019
Q1 | $57K | Sell |
759
-61
| -7% | -$4.58K | 0.01% | 265 |
|
|
2018
Q4 | $53K | Sell |
820
-152
| -16% | -$9.82K | 0.01% | 266 |
|
|
2018
Q3 | $76K | Buy |
972
+584
| +151% | +$45.7K | 0.01% | 250 |
|
|
2018
Q2 | $28K | Sell |
388
-1,076
| -73% | -$77.6K | ﹤0.01% | 318 |
|
|
2018
Q1 | $109K | Hold |
1,464
| – | – | 0.02% | 209 |
|
|
2017
Q4 | $111K | Buy |
+1,464
| New | +$111K | 0.02% | 229 |
|