Heritage Wealth Management (Arizona)’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
Q4 | $157K | Buy |
1,603
+805
| +101% | +$79.1K | 0.02% | 357 |
|
|
2022
Q3 | $66K | Buy |
798
+3
| +0.4% | +$248 | 0.02% | 370 |
|
|
2022
Q2 | $69.4K | Sell |
795
-59
| -7% | -$5.15K | 0.02% | 370 |
|
|
2022
Q1 | $88K | Buy |
+854
| New | +$88K | 0.02% | 388 |
|
|
2021
Q3 | $86K | Buy |
882
+3
| +0.3% | +$293 | 0.03% | 368 |
|
|
2021
Q2 | $90K | Buy |
+879
| New | +$90K | 0.03% | 355 |
|