Planned Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-250
| Closed | -$33.9K | – | 647 |
|
|
2024
Q3 | $33.9K | Buy |
+250
| New | +$33.9K | 0.01% | 342 |
|
|
2024
Q1 | – | Sell |
-250
| Closed | -$28.5K | – | 569 |
|
|
2023
Q4 | $28.5K | Buy |
+250
| New | +$28.5K | 0.01% | 344 |
|
|
2021
Q1 | – | Sell |
-250
| Closed | -$22K | – | 422 |
|
|
2020
Q4 | $22K | Hold |
250
| – | – | 0.02% | 278 |
|
|
2020
Q3 | $19K | Buy |
+250
| New | +$19K | 0.02% | 220 |
|