Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,583
| Closed | -$155K | – | 1122 |
|
|
2021
Q3 | $155K | Buy |
1,583
+854
| +117% | +$83.6K | 0.06% | 205 |
|
|
2021
Q2 | $75K | Buy |
729
+346
| +90% | +$35.6K | 0.03% | 251 |
|
|
2021
Q1 | $32K | Hold |
383
| – | – | 0.02% | 377 |
|
|
2020
Q4 | $32K | Buy |
383
+2
| +0.5% | +$167 | 0.02% | 374 |
|
|
2020
Q3 | $29K | Buy |
381
+1
| +0.3% | +$76 | 0.02% | 337 |
|
|
2020
Q2 | $26K | Buy |
380
+2
| +0.5% | +$137 | 0.02% | 342 |
|
|
2020
Q1 | $22K | Buy |
378
+2
| +0.5% | +$116 | 0.02% | 346 |
|
|
2019
Q4 | $31K | Buy |
376
+3
| +0.8% | +$247 | 0.02% | 340 |
|
|
2019
Q3 | $29K | Buy |
373
+2
| +0.5% | +$155 | 0.03% | 334 |
|
|
2019
Q2 | $29K | Buy |
371
+1
| +0.3% | +$78 | 0.03% | 348 |
|
|
2019
Q1 | $27K | Buy |
370
+2
| +0.5% | +$146 | 0.02% | 301 |
|
|
2018
Q4 | $23K | Buy |
+368
| New | +$23K | 0.02% | 306 |
|