LGWM
Litman Gregory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-766
| Closed | -$59K | – | 265 |
|
|
2019
Q3 | $59K | Hold |
766
| – | – | 0.01% | 73 |
|
|
2019
Q2 | $59K | Hold |
766
| – | – | 0.02% | 82 |
|
|
2019
Q1 | $57K | Hold |
766
| – | – | 0.02% | 66 |
|
|
2018
Q4 | $49K | Sell |
766
-81
| -10% | -$5.18K | 0.02% | 73 |
|
|
2018
Q3 | $66K | Hold |
847
| – | – | 0.02% | 56 |
|
|
2018
Q2 | $61K | Hold |
847
| – | – | 0.02% | 51 |
|
|
2018
Q1 | $63K | Buy |
847
+40
| +5% | +$2.98K | 0.03% | 78 |
|
|
2017
Q4 | $61 | Hold |
807
| – | – | 0.02% | 46 |
|
|
2017
Q3 | $57K | Buy |
+807
| New | +$57K | 0.03% | 49 |
|