BDO Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $17.6K | Hold |
164
| – | – | ﹤0.01% | 595 |
|
|
2023
Q1 | $16.6K | Hold |
164
| – | – | ﹤0.01% | 609 |
|
|
2022
Q4 | $16.1K | Hold |
164
| – | – | ﹤0.01% | 611 |
|
|
2022
Q3 | $14K | Hold |
164
| – | – | ﹤0.01% | 653 |
|
|
2022
Q2 | $14K | Hold |
164
| – | – | ﹤0.01% | 630 |
|
|
2022
Q1 | $17K | Buy |
164
+114
| +228% | +$11.8K | ﹤0.01% | 630 |
|
|
2021
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 837 |
|
|
2021
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 836 |
|
|
2021
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 871 |
|
|
2021
Q1 | $5K | Sell |
50
-165
| -77% | -$16.5K | ﹤0.01% | 855 |
|
|
2020
Q4 | $19K | Buy |
215
+165
| +330% | +$14.6K | ﹤0.01% | 469 |
|
|
2020
Q3 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 599 |
|
|
2018
Q4 | – | Sell |
-125
| Closed | -$10K | – | 632 |
|
|
2018
Q3 | $10K | Hold |
125
| – | – | ﹤0.01% | 463 |
|
|
2018
Q2 | $9K | Buy |
+125
| New | +$9K | ﹤0.01% | 475 |
|
|
2017
Q3 | – | Sell |
-158
| Closed | -$11K | – | 559 |
|
|
2017
Q2 | $11K | Buy |
+158
| New | +$11K | ﹤0.01% | 366 |
|