9258 Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,886
| Closed | -$411K | – | 388 |
|
|
2021
Q4 | $411K | Buy |
3,886
+365
| +10% | +$38.6K | 0.09% | 228 |
|
|
2021
Q3 | $344K | Buy |
3,521
+117
| +3% | +$11.4K | 0.09% | 233 |
|
|
2021
Q2 | $349K | Sell |
3,404
-4,746
| -58% | -$487K | 0.09% | 231 |
|
|
2021
Q1 | $802K | Buy |
8,150
+415
| +5% | +$40.8K | 0.24% | 102 |
|
|
2020
Q4 | $685K | Sell |
7,735
-49
| -0.6% | -$4.34K | 0.22% | 118 |
|
|
2020
Q3 | $591K | Buy |
7,784
+2,023
| +35% | +$154K | 0.22% | 116 |
|
|
2020
Q2 | $396K | Buy |
5,761
+1,457
| +34% | +$100K | 0.16% | 161 |
|
|
2020
Q1 | $272K | Buy |
+4,304
| New | +$272K | 0.12% | 200 |
|