FormulaFolio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $138K | Hold |
1,345
| – | – | 0.05% | 94 |
|
|
2021
Q1 | $140K | Sell |
1,345
-7,294
| -84% | -$759K | 0.05% | 94 |
|
|
2020
Q4 | $765K | Buy |
+8,639
| New | +$765K | 0.02% | 369 |
|
|
2018
Q3 | – | Sell |
-5,323
| Closed | -$381K | – | 337 |
|
|
2018
Q2 | $381K | Buy |
5,323
+168
| +3% | +$12K | 0.02% | 224 |
|
|
2018
Q1 | $383K | Buy |
5,155
+207
| +4% | +$15.4K | 0.02% | 202 |
|
|
2017
Q4 | $374K | Buy |
+4,948
| New | +$374K | 0.02% | 200 |
|