CPA
Clear Perspective Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-666
| Closed | -$48K | – | 452 |
|
|
2018
Q2 | $48K | Sell |
666
-750
| -53% | -$54.1K | 0.03% | 256 |
|
|
2018
Q1 | $105K | Buy |
1,416
+166
| +13% | +$12.3K | 0.08% | 188 |
|
|
2017
Q4 | $95K | Sell |
1,250
-150
| -11% | -$11.4K | 0.07% | 191 |
|
|
2017
Q3 | $99K | Hold |
1,400
| – | – | 0.08% | 183 |
|
|
2017
Q2 | $95K | Hold |
1,400
| – | – | 0.08% | 172 |
|
|
2017
Q1 | $91K | Buy |
1,400
+100
| +8% | +$6.5K | 0.06% | 168 |
|
|
2016
Q4 | $81K | Buy |
+1,300
| New | +$81K | 0.05% | 173 |
|