Connecticut 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
2021
Q2
Sell
-3,426
Closed -$337K 226
2021
Q1
$337K Sell
3,426
-43
-1% -$4.23K 0.03% 122
2020
Q4
$307K Sell
3,469
-171
-5% -$15.1K 0.03% 152
2020
Q3
$280K Buy
+3,640
New +$280K 0.03% 165