GYL Financial Synergies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $451K | Buy |
3,333
+725
| +28% | +$98.2K | 0.03% | 251 |
|
|
2024
Q2 | $318K | Hold |
2,608
| – | – | 0.02% | 290 |
|
|
2024
Q1 | $329K | Hold |
2,608
| – | – | 0.03% | 289 |
|
|
2023
Q4 | $297K | Hold |
2,608
| – | – | 0.02% | 288 |
|
|
2023
Q3 | $264K | Buy |
2,608
+118
| +5% | +$12K | 0.03% | 286 |
|
|
2023
Q2 | $267K | Sell |
2,490
-22
| -0.9% | -$2.36K | 0.02% | 290 |
|
|
2023
Q1 | $254K | Buy |
2,512
+31
| +1% | +$3.14K | 0.03% | 252 |
|
|
2022
Q4 | $244K | Hold |
2,481
| – | – | 0.05% | 190 |
|
|
2022
Q3 | $206K | Hold |
2,481
| – | – | 0.06% | 183 |
|
|
2022
Q2 | $217K | Hold |
2,481
| – | – | 0.06% | 177 |
|
|
2022
Q1 | $255K | Sell |
2,481
-500
| -17% | -$51.4K | 0.06% | 174 |
|
|
2021
Q4 | $315K | Hold |
2,981
| – | – | 0.09% | 162 |
|
|
2021
Q3 | $292K | Buy |
2,981
+500
| +20% | +$49K | 0.15% | 147 |
|
|
2021
Q2 | $254K | Buy |
2,481
+148
| +6% | +$15.2K | 0.13% | 155 |
|
|
2021
Q1 | $230K | Hold |
2,333
| – | – | 0.13% | 162 |
|
|
2020
Q4 | $207K | Buy |
+2,333
| New | +$207K | 0.12% | 164 |
|
|
2020
Q3 | – | Sell |
-3,458
| Closed | -$238K | – | 166 |
|
|
2020
Q2 | $238K | Hold |
3,458
| – | – | 0.17% | 133 |
|
|
2020
Q1 | $204K | Buy |
3,458
+75
| +2% | +$4.43K | 0.13% | 136 |
|
|
2019
Q4 | $276K | Sell |
3,383
-61
| -2% | -$4.98K | 0.12% | 142 |
|
|
2019
Q3 | $267K | Hold |
3,444
| – | – | 0.13% | 138 |
|
|
2019
Q2 | $267K | Buy |
3,444
+300
| +10% | +$23.3K | 0.14% | 124 |
|
|
2019
Q1 | $236K | Hold |
3,144
| – | – | 0.13% | 134 |
|
|
2018
Q4 | $203K | Buy |
+3,144
| New | +$203K | 0.15% | 138 |
|