Advocacy Wealth Management Services’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
Q4 | – | Sell |
-127
| Closed | -$11K | – | 142 |
|
2022
Q3 | $11K | Hold |
127
| – | – | ﹤0.01% | 94 |
|
2022
Q2 | $11K | Hold |
127
| – | – | ﹤0.01% | 100 |
|
2022
Q1 | $13K | Sell |
127
-5
| -4% | -$512 | ﹤0.01% | 102 |
|
2021
Q4 | $14K | Buy |
132
+5
| +4% | +$530 | ﹤0.01% | 114 |
|
2021
Q3 | $12K | Sell |
127
-129
| -50% | -$12.2K | ﹤0.01% | 115 |
|
2021
Q2 | $26K | Hold |
256
| – | – | ﹤0.01% | 96 |
|
2021
Q1 | $25K | Hold |
256
| – | – | 0.01% | 82 |
|
2020
Q4 | $23K | Hold |
256
| – | – | ﹤0.01% | 81 |
|
2020
Q3 | $20K | Hold |
256
| – | – | ﹤0.01% | 82 |
|
2020
Q2 | $18K | Buy |
256
+172
| +205% | +$12.1K | ﹤0.01% | 90 |
|
2020
Q1 | $5K | Hold |
84
| – | – | ﹤0.01% | 109 |
|
2019
Q4 | $7K | Sell |
84
-4
| -5% | -$333 | ﹤0.01% | 127 |
|
2019
Q3 | $7K | Hold |
88
| – | – | ﹤0.01% | 133 |
|
2019
Q2 | $7K | Hold |
88
| – | – | 0.01% | 146 |
|
2019
Q1 | $7K | Hold |
88
| – | – | 0.01% | 110 |
|
2018
Q4 | $6K | Buy |
+88
| New | +$6K | ﹤0.01% | 137 |
|
2013
Q3 | – | Sell |
-37
| Closed | -$2K | – | 313 |
|
2013
Q2 | $2K | Buy |
+37
| New | +$2K | 0.01% | 235 |
|