Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 428 |
|
|
2022
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 413 |
|
|
2021
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 428 |
|
|
2021
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 393 |
|
|
2021
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 402 |
|
|
2020
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 357 |
|
|
2019
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 585 |
|
|
2019
Q2 | $23K | Hold |
293
| – | – | 0.01% | 225 |
|
|
2019
Q1 | $23K | Buy |
293
+28
| +11% | +$2.2K | 0.01% | 225 |
|
|
2018
Q4 | $17K | Buy |
+265
| New | +$17K | 0.01% | 376 |
|