Accel Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-226
| Closed | -$22.9K | – | 897 |
|
|
2023
Q1 | $22.9K | Hold |
226
| – | – | 0.01% | 666 |
|
|
2022
Q4 | $22.2K | Hold |
226
| – | – | 0.01% | 525 |
|
|
2022
Q3 | $20K | Hold |
226
| – | – | 0.01% | 558 |
|
|
2022
Q2 | $20K | Hold |
226
| – | – | 0.01% | 546 |
|
|
2022
Q1 | $23K | Sell |
226
-3,673
| -94% | -$374K | 0.01% | 527 |
|
|
2021
Q4 | $413K | Buy |
3,899
+3,673
| +1,625% | +$389K | 0.2% | 88 |
|
|
2021
Q3 | $22K | Sell |
226
-2,080
| -90% | -$202K | 0.01% | 487 |
|
|
2021
Q2 | $236K | Buy |
2,306
+2,080
| +920% | +$213K | 0.16% | 125 |
|
|
2021
Q1 | $22K | Hold |
226
| – | – | 0.02% | 489 |
|
|
2020
Q4 | $20K | Buy |
+226
| New | +$20K | 0.02% | 497 |
|