SGCA
Steel Grove Capital Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-33,918
| Closed | -$2.19M | – | 280 |
|
|
2018
Q4 | $2.19M | Buy |
+33,918
| New | +$2.19M | 0.31% | 89 |
|
|
2017
Q2 | – | Sell |
-6,784
| Closed | -$441K | – | 297 |
|
|
2017
Q1 | $441K | Buy |
+6,784
| New | +$441K | 0.08% | 176 |
|
|
2016
Q1 | – | Sell |
-57,559
| Closed | -$3.05M | – | 207 |
|
|
2015
Q4 | $3.05M | Buy |
57,559
+47,055
| +448% | +$2.49M | 0.75% | 47 |
|
|
2015
Q3 | $524K | Buy |
+10,504
| New | +$524K | 0.13% | 105 |
|