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