Squar Milner Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-66
| Closed | -$3K | – | 762 |
|
|
2020
Q1 | $3K | Hold |
66
| – | – | ﹤0.01% | 650 |
|
|
2019
Q4 | $5K | Buy |
+66
| New | +$5K | ﹤0.01% | 650 |
|
|
2019
Q3 | – | Sell |
-98
| Closed | -$8K | – | 736 |
|
|
2019
Q2 | $8K | Hold |
98
| – | – | 0.01% | 542 |
|
|
2019
Q1 | $7K | Hold |
98
| – | – | 0.01% | 607 |
|
|
2018
Q4 | $6K | Hold |
98
| – | – | 0.01% | 540 |
|
|
2018
Q3 | $8K | Sell |
98
-240
| -71% | -$19.6K | 0.01% | 547 |
|
|
2018
Q2 | $24K | Buy |
+338
| New | +$24K | 0.02% | 454 |
|