Sunflower Bank 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,740
| Closed | -$206K | – | 135 |
|
|
2019
Q1 | $206K | Buy |
+2,740
| New | +$206K | 0.06% | 127 |
|
|
2018
Q4 | – | Sell |
-2,965
| Closed | -$232K | – | 137 |
|
|
2018
Q3 | $232K | Sell |
2,965
-130
| -4% | -$10.2K | 0.07% | 130 |
|
|
2018
Q2 | $222K | Sell |
3,095
-55,558
| -95% | -$3.99M | 0.06% | 134 |
|
|
2018
Q1 | $4.36M | Buy |
58,653
+725
| +1% | +$53.9K | 1.2% | 19 |
|
|
2017
Q4 | $4.38M | Sell |
57,928
-543
| -0.9% | -$41.1K | 1.18% | 19 |
|
|
2017
Q3 | $4.15M | Buy |
58,471
+44,961
| +333% | +$3.19M | 1.5% | 14 |
|
|
2017
Q2 | $920K | Sell |
13,510
-1,800
| -12% | -$123K | 0.31% | 46 |
|
|
2017
Q1 | $996K | Sell |
15,310
-2,421
| -14% | -$157K | 0.34% | 45 |
|
|
2016
Q4 | $1.1M | Sell |
17,731
-44,721
| -72% | -$2.78M | 0.39% | 40 |
|
|
2016
Q3 | $3.65M | Buy |
+62,452
| New | +$3.65M | 1.33% | 14 |
|