DB Wealth Management Group’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $148K | Buy |
1,299
+27
| +2% | +$3.08K | 0.08% | 101 |
|
|
2023
Q3 | $129K | Buy |
1,272
+966
| +316% | +$97.9K | 0.08% | 104 |
|
|
2023
Q2 | $32.8K | Buy |
306
+189
| +162% | +$20.3K | 0.02% | 180 |
|
|
2023
Q1 | $11.8K | Hold |
117
| – | – | 0.01% | 271 |
|
|
2022
Q4 | $11.5K | Hold |
117
| – | – | 0.01% | 267 |
|
|
2022
Q3 | $10K | Buy |
+117
| New | +$10K | 0.01% | 289 |
|
|
2022
Q1 | – | Sell |
-168
| Closed | -$18K | – | 400 |
|
|
2021
Q4 | $18K | Hold |
168
| – | – | 0.01% | 234 |
|
|
2021
Q3 | $16K | Sell |
168
-41
| -20% | -$3.91K | 0.01% | 236 |
|
|
2021
Q2 | $21K | Sell |
209
-55
| -21% | -$5.53K | 0.01% | 227 |
|
|
2021
Q1 | $26K | Hold |
264
| – | – | 0.02% | 212 |
|
|
2020
Q4 | $23K | Buy |
+264
| New | +$23K | 0.02% | 216 |
|