Sugarloaf Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $33.9K | Sell |
257
-73
| -22% | -$9.62K | 0.01% | 342 |
|
|
2024
Q3 | $44.8K | Buy |
330
+73
| +28% | +$9.9K | 0.01% | 316 |
|
|
2024
Q2 | $31.3K | Hold |
257
| – | – | 0.01% | 342 |
|
|
2024
Q1 | $32.4K | Hold |
257
| – | – | 0.01% | 340 |
|
|
2023
Q4 | $29.3K | Hold |
257
| – | – | 0.01% | 343 |
|
|
2023
Q3 | $26.1K | Hold |
257
| – | – | 0.01% | 358 |
|
|
2023
Q2 | $27.6K | Hold |
257
| – | – | 0.01% | 353 |
|
|
2023
Q1 | $26K | Hold |
257
| – | – | 0.01% | 363 |
|
|
2022
Q4 | $25.2K | Sell |
257
-100
| -28% | -$9.82K | 0.01% | 377 |
|
|
2022
Q3 | $30K | Sell |
357
-3
| -0.8% | -$252 | 0.01% | 365 |
|
|
2022
Q2 | $31K | Buy |
360
+1
| +0.3% | +$86 | 0.01% | 348 |
|
|
2022
Q1 | $37K | Hold |
359
| – | – | 0.01% | 321 |
|
|
2021
Q4 | $38K | Hold |
359
| – | – | 0.01% | 329 |
|
|
2021
Q3 | $35K | Hold |
359
| – | – | 0.01% | 329 |
|
|
2021
Q2 | $37K | Buy |
359
+47
| +15% | +$4.84K | 0.01% | 317 |
|
|
2021
Q1 | $35 | Sell |
312
-45
| -13% | -$5 | 0.01% | 329 |
|
|
2020
Q4 | $32K | Buy |
357
+100
| +39% | +$8.96K | 0.01% | 312 |
|
|
2020
Q3 | $20K | Hold |
257
| – | – | 0.01% | 362 |
|
|
2020
Q2 | $18K | Hold |
257
| – | – | 0.01% | 372 |
|
|
2020
Q1 | $15K | Sell |
257
-100
| -28% | -$5.84K | 0.01% | 381 |
|
|
2019
Q4 | $29K | Buy |
+357
| New | +$29K | 0.01% | 314 |
|