Signify Wealth’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 |
-3,675
| Closed | -$419K | – | 32 |
|
2023
Q4 | $419K | Buy |
3,675
+1,409
| +62% | +$161K | 0.63% | 24 |
|
2023
Q3 | $230K | Sell |
2,266
-26,958
| -92% | -$2.73M | 0.31% | 36 |
|
2023
Q2 | $3.14M | Sell |
29,224
-6,734
| -19% | -$723K | 2.7% | 14 |
|
2023
Q1 | $3.64M | Buy |
35,958
+9,651
| +37% | +$976K | 3.21% | 13 |
|
2022
Q4 | $2.58M | Buy |
+26,307
| New | +$2.58M | 2.26% | 15 |
|