Pinnacle Summer Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-92
| Closed | -$5K | – | 1036 |
|
|
2015
Q3 | $5K | Buy |
+92
| New | +$5K | ﹤0.01% | 836 |
|
|
2014
Q2 | – | Sell |
-65,225
| Closed | -$3.46M | – | 1034 |
|
|
2014
Q1 | $3.46M | Buy |
65,225
+36,810
| +130% | +$1.95M | 0.44% | 33 |
|
|
2013
Q4 | $1.49M | Buy |
28,415
+1,685
| +6% | +$88.1K | 0.2% | 74 |
|
|
2013
Q3 | $1.24M | Buy |
+26,730
| New | +$1.24M | 0.22% | 80 |
|