Loveless 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.59M | Buy |
18,155
+90
| +0.5% | +$7.86K | 1.04% | 33 |
|
|
2022
Q1 | $1.86M | Buy |
18,065
+1,665
| +10% | +$171K | 1.05% | 32 |
|
|
2021
Q4 | $1.74M | Buy |
16,400
+2,740
| +20% | +$290K | 0.95% | 42 |
|
|
2021
Q3 | $1.34M | Buy |
13,660
+1,965
| +17% | +$192K | 0.81% | 46 |
|
|
2021
Q2 | $1.2M | Buy |
11,695
+4,072
| +53% | +$417K | 0.73% | 50 |
|
|
2021
Q1 | $750K | Buy |
7,623
+1,989
| +35% | +$196K | 0.5% | 63 |
|
|
2020
Q4 | $499K | Buy |
5,634
+805
| +17% | +$71.3K | 0.37% | 82 |
|
|
2020
Q3 | $372K | Buy |
4,829
+1,575
| +48% | +$121K | 0.31% | 82 |
|
|
2020
Q2 | $224K | Buy |
+3,254
| New | +$224K | 0.21% | 103 |
|
|
2020
Q1 | – | Sell |
-2,415
| Closed | -$200K | – | 114 |
|
|
2019
Q4 | $200K | Buy |
+2,415
| New | +$200K | 0.17% | 115 |
|