TCWA
Ten Capital Wealth Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-136
| Closed | -$13.8K | – | 570 |
|
|
2023
Q1 | $13.8K | Buy |
136
+41
| +43% | +$4.15K | ﹤0.01% | 334 |
|
|
2022
Q4 | $9.33K | Hold |
95
| – | – | ﹤0.01% | 314 |
|
|
2022
Q3 | $8K | Hold |
95
| – | – | ﹤0.01% | 353 |
|
|
2022
Q2 | $8K | Sell |
95
-8
| -8% | -$674 | ﹤0.01% | 292 |
|
|
2022
Q1 | $11K | Hold |
103
| – | – | ﹤0.01% | 285 |
|
|
2021
Q4 | $11K | Sell |
103
-1,207
| -92% | -$129K | ﹤0.01% | 296 |
|
|
2021
Q3 | $128K | Sell |
1,310
-74,076
| -98% | -$7.24M | 0.06% | 91 |
|
|
2021
Q2 | $7.72M | Buy |
75,386
+2,400
| +3% | +$246K | 1.75% | 17 |
|
|
2021
Q1 | $7.19M | Buy |
72,986
+14,259
| +24% | +$1.4M | 1.75% | 17 |
|
|
2020
Q4 | $5.2M | Sell |
58,727
-304
| -0.5% | -$26.9K | 1.45% | 23 |
|
|
2020
Q3 | $4.54M | Buy |
+59,031
| New | +$4.54M | 1.53% | 22 |
|