Carroll Financial Associates’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $149K | Sell |
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|
2021
Q3 | $159K | Sell |
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|
2021
Q2 | $336K | Sell |
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|
2021
Q1 | $328K | Buy |
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|
2020
Q4 | $120K | Hold |
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|
2020
Q3 | $105K | Sell |
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|
2020
Q2 | $94K | Sell |
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|
2020
Q1 | $129K | Sell |
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|
2019
Q4 | $219K | Sell |
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|
2019
Q3 | $281K | Buy |
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|
2019
Q2 | $278K | Sell |
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|
2019
Q1 | $277K | Buy |
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|
2018
Q4 | $135K | Buy |
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|
2018
Q3 | $156K | Buy |
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|
2018
Q2 | $78K | Buy |
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|
2018
Q1 | $77K | Sell |
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|
2017
Q4 | $88K | Hold |
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|
2017
Q3 | $84K | Sell |
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|
2017
Q2 | $82K | Buy |
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|
2017
Q1 | $11K | Hold |
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|
2016
Q4 | $10K | Hold |
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|
2016
Q3 | $9K | Sell |
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|
2016
Q2 | $27K | Sell |
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|
2016
Q1 | $32K | Hold |
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|
2015
Q4 | $31K | Buy |
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|
2015
Q3 | $31K | Buy |
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|
2015
Q2 | $26K | Buy |
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|
2015
Q1 | $9K | Hold |
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|
2014
Q4 | $9K | Sell |
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|
2014
Q3 | $27K | Hold |
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|
2014
Q2 | $26K | Buy |
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|
2014
Q1 | $9K | Buy |
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