Southland Equity Partners’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-4,221
| Closed | -$435K | – | 181 |
|
2022
Q1 | $435K | Hold |
4,221
| – | – | 0.18% | 90 |
|
2021
Q4 | $447K | Buy |
4,221
+397
| +10% | +$42K | 0.18% | 86 |
|
2021
Q3 | $374K | Sell |
3,824
-68
| -2% | -$6.65K | 0.17% | 94 |
|
2021
Q2 | $399K | Buy |
3,892
+78
| +2% | +$7.99K | 0.19% | 86 |
|
2021
Q1 | $375K | Buy |
+3,814
| New | +$375K | 0.21% | 84 |
|