IRON Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,295
| Closed | -$253K | – | 117 |
|
|
2020
Q1 | $253K | Sell |
4,295
-180
| -4% | -$10.6K | 0.16% | 80 |
|
|
2019
Q4 | $365K | Buy |
4,475
+1,775
| +66% | +$145K | 0.17% | 81 |
|
|
2019
Q3 | $210K | Hold |
2,700
| – | – | 0.16% | 90 |
|
|
2019
Q2 | $203K | Sell |
2,700
-500
| -16% | -$37.6K | 0.19% | 83 |
|
|
2019
Q1 | $240K | Buy |
+3,200
| New | +$240K | 0.15% | 80 |
|
|
2014
Q3 | – | Sell |
-33,091
| Closed | -$1.79M | – | 81 |
|
|
2014
Q2 | $1.79M | Sell |
33,091
-36,277
| -52% | -$1.96M | 1.58% | 20 |
|
|
2014
Q1 | $3.63M | Buy |
69,368
+579
| +0.8% | +$30.3K | 2.76% | 15 |
|
|
2013
Q4 | $3.6M | Buy |
+68,789
| New | +$3.6M | 3.67% | 11 |
|