DFPG Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $532K | Buy |
4,787
+237
| +5% | +$26.3K | 0.04% | 389 |
|
|
2023
Q3 | $460K | Buy |
4,550
+1,063
| +30% | +$107K | 0.04% | 367 |
|
|
2023
Q2 | $382K | Buy |
+3,487
| New | +$382K | 0.03% | 432 |
|
|
2020
Q3 | – | Sell |
-10,103
| Closed | -$693K | – | 191 |
|
|
2020
Q2 | $693K | Buy |
10,103
+211
| +2% | +$14.5K | 0.42% | 66 |
|
|
2020
Q1 | $602K | Buy |
9,892
+1,781
| +22% | +$108K | 0.45% | 69 |
|
|
2019
Q4 | $678K | Buy |
8,111
+1,263
| +18% | +$106K | 0.44% | 65 |
|
|
2019
Q3 | $507K | Buy |
6,848
+2,466
| +56% | +$183K | 0.42% | 70 |
|
|
2019
Q2 | $336K | Buy |
+4,382
| New | +$336K | 0.32% | 101 |
|