Frontier 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $355K | Buy |
4,064
+12
| +0.3% | +$1.05K | 0.03% | 282 |
|
|
2022
Q1 | $402K | Buy |
4,052
+10
| +0.2% | +$992 | 0.01% | 275 |
|
|
2021
Q4 | $428K | Buy |
4,042
+11
| +0.3% | +$1.17K | 0.03% | 285 |
|
|
2021
Q3 | $394K | Buy |
4,031
+209
| +5% | +$20.4K | 0.03% | 295 |
|
|
2021
Q2 | $391K | Buy |
+3,822
| New | +$391K | 0.03% | 297 |
|
|
2018
Q4 | – | Sell |
-2,588
| Closed | -$203K | – | 408 |
|
|
2018
Q3 | $203K | Buy |
+2,588
| New | +$203K | 0.02% | 359 |
|