Altium 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
Q2 | – | Sell |
-2,528
| Closed | -$260K | – | 395 |
|
|
2022
Q1 | $260K | Sell |
2,528
-1,245
| -33% | -$128K | 0.02% | 329 |
|
|
2021
Q4 | $399K | Buy |
3,773
+5
| +0.1% | +$529 | 0.03% | 290 |
|
|
2021
Q3 | $369K | Hold |
3,768
| – | – | 0.03% | 285 |
|
|
2021
Q2 | $386K | Hold |
3,768
| – | – | 0.03% | 269 |
|
|
2021
Q1 | $371K | Buy |
+3,768
| New | +$371K | 0.03% | 271 |
|
|
2019
Q2 | – | Sell |
-3,171
| Closed | -$238K | – | 297 |
|
|
2019
Q1 | $238K | Buy |
+3,171
| New | +$238K | 0.04% | 238 |
|