Soundmark Wealth Management’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
Q2 | – | Sell |
-1,966
| Closed | -$248K | – | 68 |
|
|
2024
Q1 | $248K | Buy |
1,966
+6
| +0.3% | +$756 | 0.11% | 61 |
|
|
2023
Q4 | $223K | Buy |
+1,960
| New | +$223K | 0.11% | 62 |
|
|
2023
Q3 | – | Sell |
-1,941
| Closed | -$208K | – | 65 |
|
|
2023
Q2 | $208K | Buy |
+1,941
| New | +$208K | 0.12% | 58 |
|
|
2022
Q1 | – | Sell |
-1,893
| Closed | -$200K | – | 61 |
|
|
2021
Q4 | $200K | Buy |
+1,893
| New | +$200K | 0.14% | 56 |
|