Amica Retiree Medical Trust’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
Q2 | – | Sell |
-5,286
| Closed | -$535K | – | 106 |
|
|
2023
Q1 | $535K | Sell |
5,286
-20,062
| -79% | -$2.03M | 0.57% | 63 |
|
|
2022
Q4 | $2.49M | Sell |
25,348
-1,470
| -5% | -$144K | 3.2% | 5 |
|
|
2022
Q3 | $2.22M | Buy |
26,818
+2,203
| +9% | +$183K | 2.78% | 5 |
|
|
2022
Q2 | $2.15M | Buy |
24,615
+3,048
| +14% | +$266K | 2.44% | 5 |
|
|
2022
Q1 | $2.22M | Buy |
+21,567
| New | +$2.22M | 2.08% | 6 |
|