PFA
Pathway Financial Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,300
| Closed | -$270K | – | 128 |
|
|
2019
Q3 | $270K | Hold |
3,300
| – | – | 0.08% | 79 |
|
|
2019
Q2 | $255K | Hold |
3,300
| – | – | 0.08% | 81 |
|
|
2019
Q1 | $248K | Hold |
3,300
| – | – | 0.08% | 83 |
|
|
2018
Q4 | $213K | Hold |
3,300
| – | – | 0.12% | 85 |
|
|
2018
Q3 | $220K | Hold |
3,300
| – | – | 0.12% | 86 |
|
|
2018
Q2 | $236K | Hold |
3,300
| – | – | 0.14% | 79 |
|
|
2018
Q1 | $245K | Hold |
3,300
| – | – | 0.14% | 74 |
|
|
2017
Q4 | $250K | Buy |
+3,300
| New | +$250K | 0.14% | 75 |
|