Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $72.3K | Hold |
715
| – | – | 0.04% | 60 |
|
|
2022
Q4 | $70.2K | Sell |
715
-200
| -22% | -$19.6K | 0.04% | 65 |
|
|
2022
Q3 | $76K | Hold |
915
| – | – | 0.04% | 70 |
|
|
2022
Q2 | $80K | Sell |
915
-350
| -28% | -$30.6K | 0.03% | 72 |
|
|
2022
Q1 | $130K | Hold |
1,265
| – | – | 0.05% | 62 |
|
|
2021
Q4 | $134K | Hold |
1,265
| – | – | 0.05% | 69 |
|
|
2021
Q3 | $124K | Hold |
1,265
| – | – | 0.06% | 70 |
|
|
2021
Q2 | $130K | Buy |
1,265
+915
| +261% | +$94K | 0.06% | 69 |
|
|
2021
Q1 | $34K | Hold |
350
| – | – | 0.02% | 107 |
|
|
2020
Q4 | $31K | Buy |
+350
| New | +$31K | 0.02% | 101 |
|