Global Wealth Management Investment Advisory’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 | – | Sell |
-133
| Closed | -$14K | – | 545 |
|
|
2022
Q1 | $14K | Buy |
+133
| New | +$14K | ﹤0.01% | 290 |
|
|
2021
Q4 | – | Sell |
-3
| Closed | – | – | 508 |
|
|
2021
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 499 |
|
|
2021
Q1 | – | Sell |
-84
| Closed | -$7K | – | 530 |
|
|
2020
Q4 | $7K | Sell |
84
-130
| -61% | -$10.8K | ﹤0.01% | 314 |
|
|
2020
Q3 | $16K | Buy |
214
+130
| +155% | +$9.72K | 0.01% | 243 |
|
|
2020
Q2 | $6K | Sell |
84
-48
| -36% | -$3.43K | ﹤0.01% | 413 |
|
|
2020
Q1 | $8K | Buy |
132
+38
| +40% | +$2.3K | ﹤0.01% | 368 |
|
|
2019
Q4 | $8K | Buy |
94
+10
| +12% | +$851 | ﹤0.01% | 390 |
|
|
2019
Q3 | $7K | Sell |
84
-31
| -27% | -$2.58K | ﹤0.01% | 373 |
|
|
2019
Q2 | $9K | Buy |
115
+16
| +16% | +$1.25K | ﹤0.01% | 386 |
|
|
2019
Q1 | $7K | Buy |
99
+11
| +13% | +$778 | ﹤0.01% | 423 |
|
|
2018
Q4 | $6K | Buy |
+88
| New | +$6K | ﹤0.01% | 476 |
|