Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-384
| Closed | -$34K | – | 809 |
|
|
2020
Q4 | $34K | Buy |
+384
| New | +$34K | 0.01% | 430 |
|
|
2020
Q1 | – | Sell |
-2,355
| Closed | -$192K | – | 576 |
|
|
2019
Q4 | $192K | Buy |
2,355
+2,157
| +1,089% | +$176K | 0.04% | 215 |
|
|
2019
Q3 | $15K | Buy |
+198
| New | +$15K | ﹤0.01% | 455 |
|
|
2019
Q2 | – | Sell |
-166
| Closed | -$12K | – | 586 |
|
|
2019
Q1 | $12K | Buy |
+166
| New | +$12K | ﹤0.01% | 442 |
|