PacWest Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $2.1M | Buy |
+3,370
| New | +$2.1M | 0.12% | 81 |
|
|
2016
Q1 | – | Sell |
-3,805
| Closed | -$202K | – | 88 |
|
|
2015
Q4 | $202K | Buy |
+3,805
| New | +$202K | 0.14% | 84 |
|
|
2015
Q3 | – | Sell |
-4,180
| Closed | -$233K | – | 87 |
|
|
2015
Q2 | $233K | Hold |
4,180
| – | – | 0.16% | 82 |
|
|
2015
Q1 | $233K | Buy |
+4,180
| New | +$233K | 0.16% | 81 |
|