LWM
LBA Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $47K | Hold |
725
| – | – | 0.02% | 203 |
|
|
2016
Q4 | $45K | Sell |
725
-785
| -52% | -$48.7K | 0.02% | 200 |
|
|
2016
Q3 | $88K | Hold |
1,510
| – | – | 0.05% | 161 |
|
|
2016
Q2 | $85K | Hold |
1,510
| – | – | 0.05% | 165 |
|
|
2016
Q1 | $84K | Sell |
1,510
-1,630
| -52% | -$90.7K | 0.05% | 163 |
|
|
2015
Q4 | $166K | Hold |
3,140
| – | – | 0.1% | 127 |
|
|
2015
Q3 | $157K | Buy |
+3,140
| New | +$157K | 0.1% | 122 |
|