Resurgent Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-302
| Closed | -$34.4K | – | 492 |
|
|
2023
Q4 | $34.4K | Buy |
302
+5
| +2% | +$570 | 0.02% | 404 |
|
|
2023
Q3 | $30.1K | Buy |
297
+91
| +44% | +$9.23K | 0.02% | 411 |
|
|
2023
Q2 | $22.1K | Hold |
206
| – | – | 0.01% | 483 |
|
|
2023
Q1 | $20.9K | Sell |
206
-76
| -27% | -$7.7K | 0.01% | 470 |
|
|
2022
Q4 | $27.6K | Sell |
282
-4,332
| -94% | -$425K | 0.01% | 551 |
|
|
2022
Q3 | $382K | Sell |
4,614
-590
| -11% | -$48.8K | 0.26% | 106 |
|
|
2022
Q2 | $454K | Sell |
5,204
-3,016
| -37% | -$263K | 0.29% | 96 |
|
|
2022
Q1 | $847K | Buy |
8,220
+538
| +7% | +$55.4K | 0.53% | 49 |
|
|
2021
Q4 | $813K | Buy |
+7,682
| New | +$813K | 0.65% | 41 |
|