Palisade Asset 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-2,450
| Closed | -$279K | – | 413 |
|
2023
Q4 | $279K | Buy |
+2,450
| New | +$279K | 0.03% | 180 |
|
2023
Q1 | – | Sell |
-9,695
| Closed | -$952K | – | 183 |
|
2022
Q4 | $952K | Buy |
+9,695
| New | +$952K | 0.11% | 122 |
|
2020
Q1 | – | Sell |
-4,825
| Closed | -$393K | – | 178 |
|
2019
Q4 | $393K | Buy |
+4,825
| New | +$393K | 0.06% | 146 |
|