Appleton Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,040
| Closed | -$347K | – | 288 |
|
|
2023
Q4 | $347K | Sell |
3,040
-225
| -7% | -$25.7K | 0.03% | 225 |
|
|
2023
Q3 | $331K | Sell |
3,265
-184
| -5% | -$18.7K | 0.03% | 232 |
|
|
2023
Q2 | $370K | Sell |
3,449
-71
| -2% | -$7.62K | 0.03% | 226 |
|
|
2023
Q1 | $356K | Buy |
3,520
+215
| +7% | +$21.7K | 0.03% | 237 |
|
|
2022
Q4 | $325K | Buy |
+3,305
| New | +$325K | 0.03% | 246 |
|