LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $34K | Buy |
439
+194
| +79% | +$15K | 0.01% | 282 |
|
|
2020
Q2 | $17K | Hold |
245
| – | – | 0.01% | 363 |
|
|
2020
Q1 | $14K | Buy |
+245
| New | +$14K | 0.01% | 363 |
|
|
2014
Q2 | – | Sell |
-1
| Closed | – | – | 229 |
|
|
2014
Q1 | $0 | Sell |
1
-393
| -100% | – | ﹤0.01% | 278 |
|
|
2013
Q4 | $21K | Sell |
394
-1,486
| -79% | -$79.2K | 0.01% | 135 |
|
|
2013
Q3 | $87K | Sell |
1,880
-1,430
| -43% | -$66.2K | 0.07% | 75 |
|
|
2013
Q2 | $141K | Buy |
+3,310
| New | +$141K | 0.16% | 46 |
|