Symmetry Investments’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
Q3 | – | Sell |
-22,277
| Closed | -$2.71M | – | 195 |
|
|
2024
Q2 | $2.71M | Buy |
+22,277
| New | +$2.71M | 0.3% | 58 |
|
|
2023
Q3 | – | Sell |
-19,221
| Closed | -$2.06M | – | 207 |
|
|
2023
Q2 | $2.06M | Sell |
19,221
-36,609
| -66% | -$3.93M | 0.31% | 47 |
|
|
2023
Q1 | $5.65M | Buy |
55,830
+9,851
| +21% | +$997K | 1.34% | 11 |
|
|
2022
Q4 | $4.52M | Buy |
+45,979
| New | +$4.52M | 1.21% | 10 |
|
|
2021
Q2 | – | Sell |
-171,421
| Closed | -$16.9M | – | 112 |
|
|
2021
Q1 | $16.9M | Buy |
+171,421
| New | +$16.9M | 4.07% | 2 |
|