Peloton Wealth Strategists’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-33,559
| Closed | -$2.49M | – | 65 |
|
|
2018
Q1 | $2.49M | Buy |
+33,559
| New | +$2.49M | 1.88% | 26 |
|
|
2017
Q3 | – | Sell |
-35,928
| Closed | -$2.45M | – | 71 |
|
|
2017
Q2 | $2.45M | Buy |
+35,928
| New | +$2.45M | 1.9% | 22 |
|
|
2016
Q4 | – | Sell |
-32,670
| Closed | -$1.91M | – | 77 |
|
|
2016
Q3 | $1.91M | Buy |
+32,670
| New | +$1.91M | 1.58% | 27 |
|