Fulcrum Equity Management’s SPDR SSGA US Sector Rotation ETF XLSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,822
| Closed | -$354K | – | 123 |
|
|
2022
Q1 | $354K | Buy |
7,822
+1
| +0% | +$45 | 0.21% | 70 |
|
|
2021
Q4 | $367K | Sell |
7,821
-234
| -3% | -$11K | 0.14% | 109 |
|
|
2021
Q3 | $356K | Sell |
8,055
-1,648
| -17% | -$72.8K | 0.14% | 112 |
|
|
2021
Q2 | $431K | Sell |
9,703
-2,899
| -23% | -$129K | 0.16% | 109 |
|
|
2021
Q1 | $516K | Sell |
12,602
-2,195
| -15% | -$89.9K | 0.2% | 100 |
|
|
2020
Q4 | $597K | Sell |
14,797
-575
| -4% | -$23.2K | 0.24% | 81 |
|
|
2020
Q3 | $562K | Buy |
15,372
+7,767
| +102% | +$284K | 0.26% | 67 |
|
|
2020
Q2 | $250K | Buy |
+7,605
| New | +$250K | 0.12% | 122 |
|