Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $212K | Sell |
3,258
-82
| -2% | -$5.34K | 0.07% | 242 |
|
|
2016
Q4 | $208K | Hold |
3,340
| – | – | 0.08% | 231 |
|
|
2016
Q3 | $195K | Hold |
3,340
| – | – | 0.07% | 230 |
|
|
2016
Q2 | $187K | Sell |
3,340
-83
| -2% | -$4.65K | 0.07% | 223 |
|
|
2016
Q1 | $190K | Sell |
3,423
-122
| -3% | -$6.77K | 0.08% | 196 |
|
|
2015
Q4 | $188K | Sell |
3,545
-40
| -1% | -$2.12K | 0.08% | 196 |
|
|
2015
Q3 | $179K | Sell |
3,585
-79
| -2% | -$3.94K | 0.08% | 199 |
|
|
2015
Q2 | $198K | Buy |
3,664
+517
| +16% | +$27.9K | 0.08% | 196 |
|
|
2015
Q1 | $175K | Buy |
+3,147
| New | +$175K | 0.07% | 205 |
|