Hochman Cole Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.56M | Sell |
15,914
-590
| -4% | -$57.7K | 0.61% | 37 |
|
|
2021
Q2 | $1.69M | Buy |
16,504
+4
| +0% | +$410 | 0.67% | 34 |
|
|
2021
Q1 | $1.63M | Buy |
16,500
+378
| +2% | +$37.2K | 0.68% | 35 |
|
|
2020
Q4 | $1.43M | Sell |
16,122
-305
| -2% | -$27K | 0.62% | 33 |
|
|
2020
Q3 | $1.27M | Sell |
16,427
-881
| -5% | -$67.8K | 0.62% | 33 |
|
|
2020
Q2 | $1.19M | Sell |
17,308
-150
| -0.9% | -$10.3K | 0.66% | 33 |
|
|
2020
Q1 | $1.03M | Sell |
17,458
-1,439
| -8% | -$84.9K | 0.71% | 38 |
|
|
2019
Q4 | $1.54M | Sell |
18,897
-321
| -2% | -$26.2K | 0.84% | 28 |
|
|
2019
Q3 | $1.49M | Sell |
19,218
-944
| -5% | -$73.3K | 0.93% | 28 |
|
|
2019
Q2 | $1.56M | Sell |
20,162
-230
| -1% | -$17.8K | 0.93% | 26 |
|
|
2019
Q1 | $1.53M | Sell |
20,392
-87
| -0.4% | -$6.53K | 0.91% | 29 |
|
|
2018
Q4 | $1.32M | Buy |
20,479
+230
| +1% | +$14.8K | 0.91% | 30 |
|
|
2018
Q3 | $1.59M | Sell |
20,249
-80
| -0.4% | -$6.27K | 0.99% | 27 |
|
|
2018
Q2 | $1.46M | Sell |
20,329
-779
| -4% | -$55.8K | 0.96% | 28 |
|
|
2018
Q1 | $1.57M | Sell |
21,108
-1,076
| -5% | -$79.9K | 1.09% | 27 |
|
|
2017
Q4 | $1.68M | Buy |
22,184
+1,269
| +6% | +$96K | 1.06% | 28 |
|
|
2017
Q3 | $1.49M | Hold |
20,915
| – | – | 0.97% | 31 |
|
|
2017
Q2 | $1.43M | Buy |
20,915
+1,346
| +7% | +$91.7K | 0.99% | 30 |
|
|
2017
Q1 | $1.27M | Sell |
19,569
-967
| -5% | -$62.9K | 0.92% | 30 |
|
|
2016
Q4 | $1.28M | Sell |
20,536
-1,299
| -6% | -$80.8K | 0.93% | 29 |
|
|
2016
Q3 | $1.28M | Buy |
21,835
+1,373
| +7% | +$80.2K | 0.95% | 30 |
|
|
2016
Q2 | $1.15M | Hold |
20,462
| – | – | 0.94% | 27 |
|
|
2016
Q1 | $1.14M | Sell |
20,462
-867
| -4% | -$48.1K | 0.97% | 28 |
|
|
2015
Q4 | $1.13M | Buy |
+21,329
| New | +$1.13M | 0.96% | 29 |
|