Gupta Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | $129K | Sell |
2,318
-870
| -27% | -$48.4K | 0.03% | 293 |
|
2015
Q4 | $169K | Buy |
3,188
+2,294
| +257% | +$122K | 0.04% | 268 |
|
2015
Q3 | $45K | Sell |
894
-4,110
| -82% | -$207K | 0.01% | 470 |
|
2015
Q2 | $271K | Sell |
5,004
-357
| -7% | -$19.3K | 0.07% | 215 |
|
2015
Q1 | $299K | Buy |
+5,361
| New | +$299K | 0.09% | 171 |
|