JFS Wealth Advisors’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 | – | Sell |
-58
| Closed | -$7.31K | – | 2054 |
|
|
2024
Q1 | $7.31K | Buy |
+58
| New | +$7.31K | ﹤0.01% | 929 |
|
|
2023
Q2 | – | Sell |
-13
| Closed | -$1.32K | – | 2015 |
|
|
2023
Q1 | $1.32K | Buy |
+13
| New | +$1.32K | ﹤0.01% | 1508 |
|
|
2022
Q4 | – | Sell |
-2,010
| Closed | -$167K | – | 2002 |
|
|
2022
Q3 | $167K | Hold |
2,010
| – | – | 0.02% | 233 |
|
|
2022
Q2 | $176K | Hold |
2,010
| – | – | 0.02% | 227 |
|
|
2022
Q1 | $207K | Hold |
2,010
| – | – | 0.02% | 224 |
|
|
2021
Q4 | $213K | Hold |
2,010
| – | – | 0.02% | 219 |
|
|
2021
Q3 | $197K | Buy |
2,010
+610
| +44% | +$59.8K | 0.02% | 217 |
|
|
2021
Q2 | $143K | Buy |
+1,400
| New | +$143K | 0.02% | 194 |
|
|
2018
Q2 | – | Sell |
-144
| Closed | -$11K | – | 552 |
|
|
2018
Q1 | $11K | Buy |
144
+118
| +454% | +$9.01K | ﹤0.01% | 367 |
|
|
2017
Q4 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 495 |
|
|
2016
Q2 | – | Sell |
-127
| Closed | -$7K | – | 629 |
|
|
2016
Q1 | $7K | Hold |
127
| – | – | ﹤0.01% | 432 |
|
|
2015
Q4 | $7K | Buy |
+127
| New | +$7K | ﹤0.01% | 434 |
|