Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-39,614
| Closed | -$2.81M | – | 268 |
|
|
2017
Q3 | $2.81M | Buy |
39,614
+39,572
| +94,219% | +$2.81M | 1.86% | 18 |
|
|
2017
Q2 | $2K | Sell |
42
-35,962
| -100% | -$1.71M | ﹤0.01% | 230 |
|
|
2017
Q1 | $2.34M | Sell |
36,004
-17,246
| -32% | -$1.12M | 1.7% | 22 |
|
|
2016
Q4 | $3.31M | Buy |
53,250
+10,851
| +26% | +$675K | 2.78% | 10 |
|
|
2016
Q3 | $2.48M | Buy |
+42,399
| New | +$2.48M | 1.88% | 12 |
|
|
2016
Q2 | – | Sell |
-20,447
| Closed | -$1.13M | – | 238 |
|
|
2016
Q1 | $1.13M | Sell |
20,447
-2,212
| -10% | -$123K | 1.06% | 32 |
|
|
2015
Q4 | $1.2M | Buy |
+22,659
| New | +$1.2M | 1.14% | 27 |
|