Lee Financial’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
Q1 | – | Sell |
-151
| Closed | -$17.2K | – | 831 |
|
|
2023
Q4 | $17.2K | Hold |
151
| – | – | ﹤0.01% | 343 |
|
|
2023
Q3 | $15.3K | Buy |
+151
| New | +$15.3K | ﹤0.01% | 338 |
|
|
2023
Q2 | – | Sell |
-56
| Closed | -$5.67K | – | 844 |
|
|
2023
Q1 | $5.67K | Buy |
+56
| New | +$5.67K | ﹤0.01% | 511 |
|
|
2022
Q2 | – | Sell |
-5
| Closed | -$1K | – | 1024 |
|
|
2022
Q1 | $1K | Sell |
5
-616
| -99% | -$123K | ﹤0.01% | 742 |
|
|
2021
Q4 | $66K | Buy |
+621
| New | +$66K | 0.01% | 225 |
|