Personal Wealth Partners’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 |
-260
| Closed | -$27K | – | 407 |
|
|
2021
Q2 | $27K | Buy |
+260
| New | +$27K | 0.01% | 192 |
|
|
2020
Q1 | – | Sell |
-260
| Closed | -$21K | – | 640 |
|
|
2019
Q4 | $21K | Hold |
260
| – | – | 0.01% | 195 |
|
|
2019
Q3 | $20K | Hold |
260
| – | – | 0.01% | 200 |
|
|
2019
Q2 | $20K | Buy |
+260
| New | +$20K | 0.01% | 186 |
|