TA
Tiedemann Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,082
| Closed | -$237K | – | 356 |
|
|
2020
Q3 | $237K | Hold |
3,082
| – | – | 0.01% | 285 |
|
|
2020
Q2 | $212K | Buy |
+3,082
| New | +$212K | 0.01% | 278 |
|
|
2020
Q1 | – | Sell |
-4,457
| Closed | -$363K | – | 326 |
|
|
2019
Q4 | $363K | Buy |
4,457
+122
| +3% | +$9.94K | 0.02% | 229 |
|
|
2019
Q3 | $337K | Buy |
4,335
+400
| +10% | +$31.1K | 0.02% | 248 |
|
|
2019
Q2 | $304K | Hold |
3,935
| – | – | 0.02% | 238 |
|
|
2019
Q1 | $296K | Hold |
3,935
| – | – | 0.01% | 360 |
|
|
2018
Q4 | $254K | Hold |
3,935
| – | – | 0.01% | 362 |
|
|
2018
Q3 | $308K | Hold |
3,935
| – | – | 0.02% | 256 |
|
|
2018
Q2 | $282K | Buy |
+3,935
| New | +$282K | 0.02% | 259 |
|