Redmont Wealth Advisors’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
Q2 | – | Sell |
-4,610
| Closed | -$466K | – | 72 |
|
|
2023
Q1 | $466K | Hold |
4,610
| – | – | 0.94% | 28 |
|
|
2022
Q4 | $453K | Sell |
4,610
-1,220
| -21% | -$120K | 0.53% | 55 |
|
|
2022
Q3 | $483K | Sell |
5,830
-2,300
| -28% | -$191K | 0.63% | 39 |
|
|
2022
Q2 | $710K | Hold |
8,130
| – | – | 0.86% | 26 |
|
|
2022
Q1 | $837K | Hold |
8,130
| – | – | 0.89% | 24 |
|
|
2021
Q4 | $860K | Buy |
+8,130
| New | +$860K | 0.92% | 23 |
|