AMJ Financial 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 |
-2,069
| Closed | -$213K | – | 92 |
|
|
2022
Q1 | $213K | Buy |
2,069
+60
| +3% | +$6.18K | 0.09% | 80 |
|
|
2021
Q4 | $213K | Sell |
2,009
-218
| -10% | -$23.1K | 0.08% | 92 |
|
|
2021
Q3 | $218K | Buy |
+2,227
| New | +$218K | 0.09% | 89 |
|
|
2021
Q1 | – | Sell |
-5,535
| Closed | -$490K | – | 97 |
|
|
2020
Q4 | $490K | Buy |
+5,535
| New | +$490K | 0.25% | 58 |
|