Fusion Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $231K | Hold |
4,361
| – | – | 0.62% | 50 |
|
|
2015
Q3 | $218K | Sell |
4,361
-8,013
| -65% | -$401K | 0.52% | 59 |
|
|
2015
Q2 | $668K | Buy |
12,374
+70
| +0.6% | +$3.78K | 0.52% | 47 |
|
|
2015
Q1 | $686K | Hold |
12,304
| – | – | 0.55% | 43 |
|
|
2014
Q4 | $696K | Buy |
12,304
+7,142
| +138% | +$404K | 0.59% | 37 |
|
|
2014
Q3 | $274K | Buy |
5,162
+5,075
| +5,833% | +$269K | 0.24% | 66 |
|
|
2014
Q2 | $5K | Sell |
87
-120
| -58% | -$6.9K | ﹤0.01% | 200 |
|
|
2014
Q1 | $11K | Hold |
207
| – | – | 0.01% | 183 |
|
|
2013
Q4 | $11K | Buy |
+207
| New | +$11K | 0.01% | 203 |
|