Stellar Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $277K | Buy |
4,031
+5
| +0.1% | +$344 | 0.19% | 69 |
|
|
2020
Q1 | $238K | Buy |
4,026
+220
| +6% | +$13K | 0.2% | 70 |
|
|
2019
Q4 | $310K | Sell |
3,806
-95
| -2% | -$7.74K | 0.18% | 72 |
|
|
2019
Q3 | $303K | Sell |
3,901
-25
| -0.6% | -$1.94K | 0.2% | 71 |
|
|
2019
Q2 | $295K | Hold |
3,926
| – | – | 0.19% | 74 |
|
|
2019
Q1 | $295K | Buy |
3,926
+285
| +8% | +$21.4K | 0.19% | 74 |
|
|
2018
Q4 | $235K | Sell |
3,641
-65
| -2% | -$4.2K | 0.18% | 75 |
|
|
2018
Q3 | $291K | Buy |
3,706
+283
| +8% | +$22.2K | 0.19% | 72 |
|
|
2018
Q2 | $245K | Buy |
3,423
+467
| +16% | +$33.4K | 0.16% | 74 |
|
|
2018
Q1 | $220K | Sell |
2,956
-100
| -3% | -$7.44K | 0.14% | 78 |
|
|
2017
Q4 | $231K | Buy |
3,056
+239
| +8% | +$18.1K | 0.15% | 74 |
|
|
2017
Q3 | $200K | Buy |
+2,817
| New | +$200K | 0.14% | 74 |
|