JT Stratford LLC’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
Q1 | – | Sell |
-4,375
| Closed | -$463K | – | 235 |
|
|
2021
Q4 | $463K | Buy |
4,375
+2,267
| +108% | +$240K | 0.13% | 145 |
|
|
2021
Q3 | $206K | Buy |
+2,108
| New | +$206K | 0.06% | 204 |
|
|
2021
Q2 | – | Sell |
-3,700
| Closed | -$364K | – | 223 |
|
|
2021
Q1 | $364K | Buy |
3,700
+292
| +9% | +$28.7K | 0.13% | 146 |
|
|
2020
Q4 | $302K | Buy |
+3,408
| New | +$302K | 0.11% | 134 |
|