Edge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-920
| Closed | -$49K | – | 493 |
|
|
2015
Q4 | $49K | Buy |
920
+150
| +19% | +$7.99K | 0.02% | 190 |
|
|
2015
Q3 | $38K | Hold |
770
| – | – | 0.01% | 199 |
|
|
2015
Q2 | $42K | Hold |
770
| – | – | 0.01% | 199 |
|
|
2015
Q1 | $43K | Sell |
770
-27
| -3% | -$1.51K | 0.01% | 203 |
|
|
2014
Q4 | $45K | Buy |
+797
| New | +$45K | 0.02% | 201 |
|