FPFS
First Personal Financial Services’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-347
| Closed | -$37.2K | – | 401 |
|
2023
Q2 | $37.2K | Hold |
347
| – | – | 0.01% | 230 |
|
2023
Q1 | $35.1K | Hold |
347
| – | – | 0.01% | 236 |
|
2022
Q4 | $34.1K | Hold |
347
| – | – | 0.01% | 246 |
|
2022
Q3 | $29K | Hold |
347
| – | – | 0.01% | 256 |
|
2022
Q2 | $30K | Hold |
347
| – | – | 0.01% | 215 |
|
2022
Q1 | $36K | Hold |
347
| – | – | 0.01% | 218 |
|
2021
Q4 | $37K | Hold |
347
| – | – | 0.01% | 215 |
|
2021
Q3 | $34K | Sell |
347
-200
| -37% | -$19.6K | 0.01% | 217 |
|
2021
Q2 | $56K | Buy |
+547
| New | +$56K | 0.01% | 190 |
|
2019
Q2 | – | Hold |
0
| – | – | – | 814 |
|
2019
Q1 | – | Hold |
0
| – | – | – | 502 |
|
2016
Q2 | – | Hold |
0
| – | – | – | 838 |
|
2016
Q1 | – | Hold |
0
| – | – | – | 237 |
|
2015
Q4 | – | Hold |
0
| – | – | – | 276 |
|
2015
Q3 | – | Hold |
0
| – | – | – | 304 |
|
2015
Q2 | – | Hold |
0
| – | – | – | 299 |
|
2015
Q1 | – | Hold |
0
| – | – | – | 301 |
|