MAWCM
Mine & Arao Wealth Creation & Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-309
| Closed | -$38.9K | – | 372 |
|
|
2024
Q1 | $38.9K | Hold |
309
| – | – | 0.02% | 152 |
|
|
2023
Q4 | $35.2K | Hold |
309
| – | – | 0.02% | 155 |
|
|
2023
Q3 | $31.3K | Hold |
309
| – | – | 0.02% | 157 |
|
|
2023
Q2 | $33.2K | Sell |
309
-1
| -0.3% | -$107 | 0.02% | 160 |
|
|
2023
Q1 | $31.4K | Hold |
310
| – | – | 0.02% | 165 |
|
|
2022
Q4 | $30.4K | Hold |
310
| – | – | 0.02% | 159 |
|
|
2022
Q3 | $26K | Hold |
310
| – | – | 0.02% | 166 |
|
|
2022
Q2 | $27K | Buy |
310
+100
| +48% | +$8.71K | 0.02% | 174 |
|
|
2022
Q1 | $22K | Hold |
210
| – | – | 0.01% | 194 |
|
|
2021
Q4 | $22K | Hold |
210
| – | – | 0.01% | 199 |
|
|
2021
Q3 | $21K | Hold |
210
| – | – | 0.01% | 204 |
|
|
2021
Q2 | $22K | Hold |
210
| – | – | 0.01% | 194 |
|
|
2021
Q1 | $21K | Hold |
210
| – | – | 0.01% | 186 |
|
|
2020
Q4 | $19K | Hold |
210
| – | – | 0.01% | 182 |
|
|
2020
Q3 | $16K | Hold |
210
| – | – | 0.01% | 174 |
|
|
2020
Q2 | $14K | Hold |
210
| – | – | 0.01% | 174 |
|
|
2020
Q1 | $12K | Hold |
210
| – | – | 0.01% | 177 |
|
|
2019
Q4 | $17K | Buy |
+210
| New | +$17K | 0.02% | 180 |
|