SAG
SageView Advisory Group’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,047
| Closed | -$249K | – | 589 |
|
|
2024
Q2 | $249K | Sell |
2,047
-1,419
| -41% | -$173K | 0.01% | 486 |
|
|
2024
Q1 | $323K | Sell |
3,466
-3,646
| -51% | -$339K | 0.02% | 397 |
|
|
2023
Q4 | $812K | Sell |
7,112
-18,951
| -73% | -$2.16M | 0.04% | 293 |
|
|
2023
Q3 | $2.64M | Sell |
26,063
-276
| -1% | -$28K | 0.15% | 88 |
|
|
2023
Q2 | $2.83M | Buy |
26,339
+5,348
| +25% | +$574K | 0.16% | 88 |
|
|
2023
Q1 | $2.12M | Sell |
20,991
-879
| -4% | -$88.9K | 0.14% | 108 |
|
|
2022
Q4 | $2.15M | Buy |
+21,870
| New | +$2.15M | 0.17% | 95 |
|