Lloyd Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-413
| Closed | -$42K | – | 595 |
|
|
2022
Q1 | $42K | Buy |
413
+207
| +100% | +$21.1K | 0.02% | 251 |
|
|
2021
Q4 | $22K | Buy |
206
+1
| +0.5% | +$107 | 0.01% | 286 |
|
|
2021
Q3 | $20K | Hold |
205
| – | – | 0.01% | 253 |
|
|
2021
Q2 | $21K | Buy |
205
+75
| +58% | +$7.68K | 0.01% | 234 |
|
|
2021
Q1 | $13K | Hold |
130
| – | – | 0.01% | 230 |
|
|
2020
Q4 | $12K | Hold |
130
| – | – | 0.01% | 194 |
|
|
2020
Q3 | $10K | Buy |
+130
| New | +$10K | 0.01% | 188 |
|