Parisi Gray 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,251
| Closed | -$128K | – | 570 |
|
|
2021
Q2 | $128K | Buy |
+1,251
| New | +$128K | 0.05% | 169 |
|
|
2019
Q2 | – | Sell |
-1,243
| Closed | -$93K | – | 473 |
|
|
2019
Q1 | $93K | Hold |
1,243
| – | – | 0.06% | 143 |
|
|
2018
Q4 | $79K | Hold |
1,243
| – | – | 0.05% | 148 |
|
|
2018
Q3 | $98K | Hold |
1,243
| – | – | 0.06% | 141 |
|
|
2018
Q2 | $90K | Sell |
1,243
-211
| -15% | -$15.3K | 0.06% | 151 |
|
|
2018
Q1 | $107K | Buy |
1,454
+211
| +17% | +$15.5K | 0.08% | 131 |
|
|
2017
Q4 | $95K | Buy |
+1,243
| New | +$95K | 0.07% | 142 |
|