Destination 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-112
| Closed | -$9K | – | 515 |
|
|
2019
Q2 | $9K | Buy |
+112
| New | +$9K | ﹤0.01% | 446 |
|
|
2019
Q1 | – | Sell |
-118
| Closed | -$8K | – | 742 |
|
|
2018
Q4 | $8K | Sell |
118
-53
| -31% | -$3.59K | ﹤0.01% | 427 |
|
|
2018
Q3 | $13K | Buy |
+171
| New | +$13K | ﹤0.01% | 442 |
|
|
2018
Q2 | – | Sell |
-9
| Closed | -$1K | – | 664 |
|
|
2018
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 565 |
|