Bedel Financial Consulting’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 |
-1,255
| Closed | -$129K | – | 936 |
|
|
2022
Q1 | $129K | Sell |
1,255
-33
| -3% | -$3.39K | 0.04% | 236 |
|
|
2021
Q4 | $136K | Sell |
1,288
-9
| -0.7% | -$950 | 0.04% | 233 |
|
|
2021
Q3 | $127K | Buy |
1,297
+42
| +3% | +$4.11K | 0.04% | 233 |
|
|
2021
Q2 | $129K | Hold |
1,255
| – | – | 0.04% | 234 |
|
|
2021
Q1 | $124K | Hold |
1,255
| – | – | 0.05% | 231 |
|
|
2020
Q4 | $111K | Hold |
1,255
| – | – | 0.05% | 212 |
|
|
2020
Q3 | $97K | Hold |
1,255
| – | – | 0.05% | 213 |
|
|
2020
Q2 | $86K | Hold |
1,255
| – | – | 0.05% | 213 |
|
|
2020
Q1 | $74K | Hold |
1,255
| – | – | 0.05% | 221 |
|
|
2019
Q4 | $102K | Hold |
1,255
| – | – | 0.06% | 209 |
|
|
2019
Q3 | $97K | Hold |
1,255
| – | – | 0.06% | 206 |
|
|
2019
Q2 | $97K | Hold |
1,255
| – | – | 0.06% | 201 |
|
|
2019
Q1 | $94K | Hold |
1,255
| – | – | 0.06% | 195 |
|
|
2018
Q4 | $81K | Hold |
1,255
| – | – | 0.06% | 200 |
|
|
2018
Q3 | $94K | Hold |
1,255
| – | – | 0.06% | 199 |
|
|
2018
Q2 | $90K | Sell |
1,255
-650
| -34% | -$46.6K | 0.07% | 203 |
|
|
2018
Q1 | $142K | Buy |
+1,905
| New | +$142K | 0.11% | 165 |
|