Clearview Wealth Advisors’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
Q3 | – | Sell |
-100
| Closed | -$10.7K | – | 659 |
|
|
2023
Q2 | $10.7K | Hold |
100
| – | – | 0.01% | 355 |
|
|
2023
Q1 | $10.1K | Hold |
100
| – | – | 0.01% | 366 |
|
|
2022
Q4 | $9.82K | Hold |
100
| – | – | 0.01% | 332 |
|
|
2022
Q3 | $8K | Hold |
100
| – | – | 0.01% | 368 |
|
|
2022
Q2 | $9K | Hold |
100
| – | – | 0.01% | 375 |
|
|
2022
Q1 | $10K | Hold |
100
| – | – | 0.01% | 389 |
|
|
2021
Q4 | $11K | Hold |
100
| – | – | 0.01% | 404 |
|
|
2021
Q3 | $10K | Hold |
100
| – | – | 0.01% | 429 |
|
|
2021
Q2 | $10K | Hold |
100
| – | – | 0.01% | 435 |
|
|
2021
Q1 | $10K | Hold |
100
| – | – | 0.01% | 411 |
|
|
2020
Q4 | $9K | Buy |
+100
| New | +$9K | 0.01% | 392 |
|