Stonebridge Financial Planning Group’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
Q1 | – | Sell |
-130
| Closed | -$13K | – | 371 |
|
|
2021
Q4 | $13K | Hold |
130
| – | – | 0.01% | 327 |
|
|
2021
Q3 | $14K | Hold |
130
| – | – | 0.01% | 324 |
|
|
2021
Q2 | $13K | Hold |
130
| – | – | 0.01% | 339 |
|
|
2021
Q1 | $13K | Hold |
130
| – | – | 0.01% | 342 |
|
|
2020
Q4 | $12K | Hold |
130
| – | – | 0.01% | 318 |
|
|
2020
Q3 | $11K | Hold |
130
| – | – | 0.01% | 315 |
|
|
2020
Q2 | $9K | Hold |
130
| – | – | 0.01% | 327 |
|
|
2020
Q1 | $8K | Hold |
130
| – | – | 0.01% | 332 |
|
|
2019
Q4 | $11K | Buy |
+130
| New | +$11K | 0.01% | 286 |
|