Gary Goldberg Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $27K | Buy |
485
+100
| +26% | +$5.57K | 0.01% | 277 |
|
|
2014
Q3 | $20K | Hold |
385
| – | – | 0.01% | 317 |
|
|
2014
Q2 | $21K | Hold |
385
| – | – | 0.01% | 295 |
|
|
2014
Q1 | $20K | Buy |
385
+160
| +71% | +$8.31K | 0.01% | 276 |
|
|
2013
Q4 | $12K | Hold |
225
| – | – | 0.01% | 281 |
|
|
2013
Q3 | $10K | Hold |
225
| – | – | 0.01% | 290 |
|
|
2013
Q2 | $10K | Buy |
+225
| New | +$10K | 0.01% | 300 |
|