Peterson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,663
| Closed | -$270K | – | 60 |
|
|
2023
Q3 | $270K | Sell |
2,663
-1,174
| -31% | -$119K | 0.22% | 54 |
|
|
2023
Q2 | $412K | Sell |
3,837
-9,022
| -70% | -$968K | 0.33% | 52 |
|
|
2023
Q1 | $1.3M | Sell |
12,859
-344
| -3% | -$34.8K | 1.25% | 24 |
|
|
2022
Q4 | $1.3M | Sell |
13,203
-96
| -0.7% | -$9.43K | 1.32% | 21 |
|
|
2022
Q3 | $1.1M | Buy |
13,299
+1,005
| +8% | +$83.3K | 1.03% | 29 |
|
|
2022
Q2 | $1.07M | Sell |
12,294
-1,710
| -12% | -$149K | 1.39% | 23 |
|
|
2022
Q1 | $1.44M | Sell |
14,004
-665
| -5% | -$68.5K | 0.97% | 30 |
|
|
2021
Q4 | $1.55M | Buy |
14,669
+777
| +6% | +$82.2K | 1.04% | 36 |
|
|
2021
Q3 | $1.36M | Buy |
13,892
+579
| +4% | +$56.6K | 1.05% | 35 |
|
|
2021
Q2 | $1.36M | Buy |
+13,313
| New | +$1.36M | 1.06% | 35 |
|