DRS
Deane Retirement Strategies’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-38,709
| Closed | -$4.1M | – | 66 |
|
|
2021
Q4 | $4.1M | Buy |
38,709
+531
| +1% | +$56.2K | 2.16% | 15 |
|
|
2021
Q3 | $3.74M | Sell |
38,178
-36
| -0.1% | -$3.52K | 2.09% | 15 |
|
|
2021
Q2 | $3.91M | Buy |
+38,214
| New | +$3.91M | 2.15% | 17 |
|
|
2021
Q1 | – | Sell |
-57,570
| Closed | -$5.1M | – | 84 |
|
|
2020
Q4 | $5.1M | Buy |
+57,570
| New | +$5.1M | 3.11% | 10 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 62 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 60 |
|