AFG Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,270
| Closed | -$898K | – | 83 |
|
|
2023
Q2 | $898K | Buy |
+8,270
| New | +$898K | 0.68% | 31 |
|
|
2022
Q3 | – | Sell |
-8,420
| Closed | -$735K | – | 92 |
|
|
2022
Q2 | $735K | Buy |
8,420
+503
| +6% | +$43.9K | 0.64% | 41 |
|
|
2022
Q1 | $815K | Sell |
7,917
-4,866
| -38% | -$501K | 0.57% | 37 |
|
|
2021
Q4 | $1.35M | Buy |
+12,783
| New | +$1.35M | 0.95% | 23 |
|