BSW Wealth Partners’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 |
-1,882
| Closed | -$255K | – | 325 |
|
|
2024
Q3 | $255K | Hold |
1,882
| – | – | 0.04% | 249 |
|
|
2024
Q2 | $229K | Hold |
1,882
| – | – | 0.04% | 259 |
|
|
2024
Q1 | $237K | Hold |
1,882
| – | – | 0.04% | 251 |
|
|
2023
Q4 | $215K | Buy |
+1,882
| New | +$215K | 0.04% | 251 |
|
|
2023
Q3 | – | Sell |
-1,882
| Closed | -$202K | – | 290 |
|
|
2023
Q2 | $202K | Buy |
+1,882
| New | +$202K | 0.04% | 256 |
|