SWM
Selective Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-482
| Closed | -$40K | – | 744 |
|
|
2022
Q3 | $40K | Sell |
482
-108
| -18% | -$8.96K | 0.02% | 321 |
|
|
2022
Q2 | $52K | Buy |
590
+539
| +1,057% | +$47.5K | 0.02% | 317 |
|
|
2022
Q1 | $5K | Hold |
51
| – | – | ﹤0.01% | 604 |
|
|
2021
Q4 | $5K | Hold |
51
| – | – | ﹤0.01% | 560 |
|
|
2021
Q3 | $5K | Hold |
51
| – | – | ﹤0.01% | 503 |
|
|
2021
Q2 | $5K | Sell |
51
-50
| -50% | -$4.9K | ﹤0.01% | 414 |
|
|
2021
Q1 | $10K | Sell |
101
-20
| -17% | -$1.98K | 0.01% | 258 |
|
|
2020
Q4 | $11K | Buy |
+121
| New | +$11K | 0.01% | 238 |
|