Capital Advisors 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
Q2 | – | Sell |
-5,255
| Closed | -$541K | – | 131 |
|
|
2022
Q1 | $541K | Sell |
5,255
-254
| -5% | -$26.1K | 0.17% | 65 |
|
|
2021
Q4 | $583K | Buy |
5,509
+67
| +1% | +$7.09K | 0.18% | 63 |
|
|
2021
Q3 | $532K | Sell |
5,442
-8,932
| -62% | -$873K | 0.19% | 64 |
|
|
2021
Q2 | $1.47M | Buy |
14,374
+5,071
| +55% | +$519K | 0.55% | 37 |
|
|
2021
Q1 | $916K | Buy |
+9,303
| New | +$916K | 0.4% | 44 |
|