Laurel Wealth Advisors (California)’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
Q4 | $471K | Sell |
4,796
-1,254
| -21% | -$123K | 0.05% | 370 |
|
|
2022
Q3 | $501K | Sell |
6,050
-66
| -1% | -$5.47K | 0.05% | 342 |
|
|
2022
Q2 | $534K | Sell |
6,116
-378
| -6% | -$33K | 0.05% | 339 |
|
|
2022
Q1 | $668K | Sell |
6,494
-268
| -4% | -$27.6K | 0.06% | 338 |
|
|
2021
Q4 | $715K | Buy |
6,762
+1,903
| +39% | +$201K | 0.06% | 343 |
|
|
2021
Q3 | $475K | Sell |
4,859
-18,871
| -80% | -$1.84M | 0.09% | 245 |
|
|
2021
Q2 | $2.43M | Buy |
23,730
+1,201
| +5% | +$123K | 0.31% | 79 |
|
|
2021
Q1 | $2.22M | Buy |
22,529
+19,828
| +734% | +$1.95M | 0.34% | 71 |
|
|
2020
Q4 | $239K | Buy |
+2,701
| New | +$239K | 0.04% | 387 |
|