Householder Group Estate & Retirement Specialist’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
Q4 | $22K | Sell |
173
-2,130
| -92% | -$271K | 0.02% | 282 |
|
|
2024
Q3 | $311K | Buy |
2,303
+34
| +1% | +$4.59K | 0.09% | 188 |
|
|
2024
Q2 | $276K | Buy |
2,269
+269
| +13% | +$32.7K | 0.08% | 200 |
|
|
2024
Q1 | $252K | Sell |
2,000
-91
| -4% | -$11.5K | 0.08% | 217 |
|
|
2023
Q4 | $238K | Sell |
2,091
-136
| -6% | -$15.5K | 0.08% | 218 |
|
|
2023
Q3 | $226K | Buy |
+2,227
| New | +$226K | 0.08% | 206 |
|
|
2023
Q1 | $122K | Buy |
+1,207
| New | +$122K | 0.05% | 262 |
|
|
2022
Q4 | – | Sell |
-1,102
| Closed | -$91K | – | 1184 |
|
|
2022
Q3 | $91K | Buy |
+1,102
| New | +$91K | 0.04% | 290 |
|