Bulltick 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-7,145
| Closed | -$756K | – | 166 |
|
2021
Q4 | $756K | Sell |
7,145
-430
| -6% | -$45.5K | 0.15% | 63 |
|
2021
Q3 | $741K | Buy |
7,575
+2,640
| +53% | +$258K | 0.17% | 57 |
|
2021
Q2 | $505K | Buy |
4,935
+607
| +14% | +$62.2K | 0.12% | 65 |
|
2021
Q1 | $426K | Buy |
4,328
+1,267
| +41% | +$125K | 0.12% | 60 |
|
2020
Q4 | $271K | Buy |
+3,061
| New | +$271K | 0.08% | 83 |
|