Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-111
| Closed | -$11K | – | 806 |
|
|
2022
Q1 | $11K | Sell |
111
-1,444
| -93% | -$143K | ﹤0.01% | 430 |
|
|
2021
Q4 | $165K | Sell |
1,555
-2,812
| -64% | -$298K | 0.03% | 168 |
|
|
2021
Q3 | $427K | Buy |
4,367
+2,254
| +107% | +$220K | 0.07% | 127 |
|
|
2021
Q2 | $216K | Buy |
2,113
+3
| +0.1% | +$307 | 0.04% | 169 |
|
|
2021
Q1 | $208K | Buy |
2,110
+1,999
| +1,801% | +$197K | 0.04% | 182 |
|
|
2020
Q4 | $10K | Hold |
111
| – | – | ﹤0.01% | 546 |
|
|
2020
Q3 | $9K | Hold |
111
| – | – | ﹤0.01% | 508 |
|
|
2020
Q2 | $8K | Sell |
111
-825
| -88% | -$59.5K | ﹤0.01% | 521 |
|
|
2020
Q1 | $55K | Buy |
936
+464
| +98% | +$27.3K | 0.01% | 263 |
|
|
2019
Q4 | $38K | Buy |
472
+361
| +325% | +$29.1K | 0.01% | 347 |
|
|
2019
Q3 | $9K | Hold |
111
| – | – | ﹤0.01% | 496 |
|
|
2019
Q2 | $9K | Sell |
111
-89
| -45% | -$7.22K | ﹤0.01% | 515 |
|
|
2019
Q1 | $15K | Sell |
200
-702
| -78% | -$52.7K | ﹤0.01% | 453 |
|
|
2018
Q4 | $58K | Hold |
902
| – | – | 0.01% | 298 |
|
|
2018
Q3 | $71K | Buy |
902
+476
| +112% | +$37.5K | 0.01% | 318 |
|
|
2018
Q2 | $31K | Buy |
426
+35
| +9% | +$2.55K | 0.01% | 389 |
|
|
2018
Q1 | $29K | Buy |
+391
| New | +$29K | 0.01% | 379 |
|