Mosaic Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,455
| Closed | -$109K | – | 610 |
|
|
2019
Q1 | $109K | Hold |
1,455
| – | – | 0.04% | 220 |
|
|
2018
Q4 | $94K | Hold |
1,455
| – | – | 0.04% | 235 |
|
|
2018
Q3 | $104K | Sell |
1,455
-6,921
| -83% | -$495K | 0.04% | 220 |
|
|
2018
Q2 | $600K | Hold |
8,376
| – | – | 0.23% | 63 |
|
|
2018
Q1 | $622K | Hold |
8,376
| – | – | 0.23% | 61 |
|
|
2017
Q4 | $634K | Buy |
+8,376
| New | +$634K | 0.23% | 62 |
|