AWM
Ameliora 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-800
| Closed | -$97.5K | – | 192 |
|
|
2024
Q2 | $97.5K | Hold |
800
| – | – | 0.04% | 106 |
|
|
2024
Q1 | $101K | Hold |
800
| – | – | 0.05% | 110 |
|
|
2023
Q4 | $91.2K | Hold |
800
| – | – | 0.05% | 96 |
|
|
2023
Q3 | $81.1K | Hold |
800
| – | – | 0.05% | 105 |
|
|
2023
Q2 | $85.9K | Hold |
800
| – | – | 0.05% | 104 |
|
|
2023
Q1 | $80.9K | Sell |
800
-500
| -38% | -$50.6K | 0.05% | 112 |
|
|
2022
Q4 | $128K | Sell |
1,300
-500
| -28% | -$49.1K | 0.07% | 92 |
|
|
2022
Q3 | $152K | Buy |
+1,800
| New | +$152K | 0.08% | 83 |
|