Brickley 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-2,600
| Closed | -$212K | – | 53 |
|
2019
Q4 | $212K | Hold |
2,600
| – | – | 0.08% | 46 |
|
2019
Q3 | $202K | Hold |
2,600
| – | – | 0.08% | 45 |
|
2019
Q2 | $201K | Buy |
+2,600
| New | +$201K | 0.08% | 40 |
|
2018
Q4 | – | Sell |
-2,600
| Closed | -$204K | – | 42 |
|
2018
Q3 | $204K | Buy |
+2,600
| New | +$204K | 0.1% | 39 |
|