DPA
Delphi Private Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $84K | Buy |
1,084
+984
| +984% | +$76.3K | 0.43% | 14 |
|
|
2019
Q1 | $8K | Sell |
100
-227
| -69% | -$18.2K | 0.04% | 31 |
|
|
2018
Q4 | $21K | Hold |
327
| – | – | 0.12% | 25 |
|
|
2018
Q3 | $26K | Hold |
327
| – | – | 0.09% | 43 |
|
|
2018
Q2 | $23K | Sell |
327
-19
| -5% | -$1.34K | 0.08% | 52 |
|
|
2018
Q1 | $26K | Sell |
346
-307
| -47% | -$23.1K | 0.1% | 48 |
|
|
2017
Q4 | $49K | Hold |
653
| – | – | 0.12% | 79 |
|
|
2017
Q3 | $46K | Hold |
653
| – | – | 0.13% | 36 |
|
|
2017
Q2 | $44K | Hold |
653
| – | – | 0.09% | 42 |
|
|
2017
Q1 | $42K | Sell |
653
-176
| -21% | -$11.3K | 0.08% | 40 |
|
|
2016
Q4 | $52K | Buy |
829
+501
| +153% | +$31.4K | 0.09% | 40 |
|
|
2016
Q3 | $19K | Hold |
328
| – | – | 0.03% | 68 |
|
|
2016
Q2 | $18K | Sell |
328
-220
| -40% | -$12.1K | 0.03% | 102 |
|
|
2016
Q1 | $30K | Hold |
548
| – | – | 0.05% | 70 |
|
|
2015
Q4 | $29K | Buy |
+548
| New | +$29K | 0.05% | 80 |
|