Fernwood Investment 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
2024
Q2
Sell
-1,165
Closed -$147K 697
2024
Q1
$147K Buy
+1,165
New +$147K 0.04% 224
2019
Q4
Sell
-6,170
Closed -$479K 195
2019
Q3
$479K Buy
+6,170
New +$479K 0.24% 107