Raab & Moskowitz Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,372
| Closed | -$111K | – | 522 |
|
|
2019
Q4 | $111K | Buy |
+1,372
| New | +$111K | 0.04% | 192 |
|
|
2018
Q4 | – | Sell |
-1,520
| Closed | -$118K | – | 515 |
|
|
2018
Q3 | $118K | Buy |
+1,520
| New | +$118K | 0.05% | 188 |
|
|
2015
Q1 | – | Sell |
-3,737
| Closed | -$211K | – | 382 |
|
|
2014
Q4 | $211K | Buy |
+3,737
| New | +$211K | 0.12% | 115 |
|
|
2014
Q3 | – | Sell |
-4,239
| Closed | -$229K | – | 149 |
|
|
2014
Q2 | $229K | Sell |
4,239
-1,700
| -29% | -$91.8K | 0.11% | 139 |
|
|
2014
Q1 | $311K | Sell |
5,939
-762
| -11% | -$39.9K | 0.17% | 120 |
|
|
2013
Q4 | $350K | Buy |
+6,701
| New | +$350K | 0.2% | 115 |
|