Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-884
| Closed | -$87K | – | 394 |
|
|
2021
Q1 | $87K | Buy |
884
+1
| +0.1% | +$98 | 0.06% | 157 |
|
|
2020
Q4 | $78K | Sell |
883
-499
| -36% | -$44.1K | 0.06% | 164 |
|
|
2020
Q3 | $106K | Hold |
1,382
| – | – | 0.08% | 143 |
|
|
2020
Q2 | $95K | Buy |
1,382
+2
| +0.1% | +$137 | 0.08% | 154 |
|
|
2020
Q1 | $81K | Buy |
1,380
+2
| +0.1% | +$117 | 0.07% | 154 |
|
|
2019
Q4 | $112K | Buy |
+1,378
| New | +$112K | 0.09% | 158 |
|