SW
SkyOak Wealth’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-58,466
| Closed | -$5.99M | – | 255 |
|
|
2021
Q2 | $5.99M | Buy |
+58,466
| New | +$5.99M | 1.6% | 14 |
|
|
2021
Q1 | – | Sell |
-50,964
| Closed | -$4.51M | – | 252 |
|
|
2020
Q4 | $4.51M | Buy |
50,964
+10,109
| +25% | +$895K | 1.4% | 16 |
|
|
2020
Q3 | $3.15M | Buy |
+40,855
| New | +$3.15M | 1.13% | 23 |
|
|
2020
Q1 | – | Sell |
-32,633
| Closed | -$2.66M | – | 320 |
|
|
2019
Q4 | $2.66M | Buy |
+32,633
| New | +$2.66M | 0.82% | 33 |
|