ICA Group Wealth Management’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
Q2 | $122 | Sell |
1
-3,257
| -100% | -$397K | ﹤0.01% | 785 |
|
2024
Q1 | $410K | Sell |
3,258
-119
| -4% | -$15K | 0.08% | 186 |
|
2023
Q4 | $385K | Buy |
3,377
+395
| +13% | +$45K | 0.09% | 180 |
|
2023
Q3 | $302K | Buy |
2,982
+686
| +30% | +$69.6K | 0.09% | 182 |
|
2023
Q2 | $246K | Buy |
2,296
+668
| +41% | +$71.7K | 0.06% | 196 |
|
2023
Q1 | $165K | Buy |
1,628
+508
| +45% | +$51.4K | 0.04% | 258 |
|
2022
Q4 | $110K | Buy |
+1,120
| New | +$110K | 0.03% | 346 |
|