B.O.S.S. Retirement Advisors’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
Q4 | – | Sell |
-2,962
| Closed | -$401K | – | 300 |
|
|
2024
Q3 | $401K | Buy |
2,962
+194
| +7% | +$26.3K | 0.08% | 163 |
|
|
2024
Q2 | $337K | Buy |
2,768
+291
| +12% | +$35.5K | 0.09% | 142 |
|
|
2024
Q1 | $282K | Sell |
2,477
-116
| -4% | -$13.2K | 0.11% | 111 |
|
|
2023
Q4 | $296K | Buy |
2,593
+238
| +10% | +$27.1K | 0.06% | 208 |
|
|
2023
Q3 | $239K | Buy |
2,355
+204
| +9% | +$20.7K | 0.05% | 217 |
|
|
2023
Q2 | $231K | Sell |
2,151
-931
| -30% | -$99.9K | 0.05% | 227 |
|
|
2023
Q1 | $312K | Sell |
3,082
-1,033
| -25% | -$105K | 0.07% | 190 |
|
|
2022
Q4 | $404K | Buy |
+4,115
| New | +$404K | 0.1% | 174 |
|