Titus 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-2,025
| Closed | -$214K | – | 179 |
|
2021
Q4 | $214K | Sell |
2,025
-60
| -3% | -$6.34K | 0.1% | 161 |
|
2021
Q3 | $202K | Buy |
+2,085
| New | +$202K | 0.11% | 158 |
|
2019
Q2 | – | Sell |
-2,960
| Closed | -$220 | – | 105 |
|
2019
Q1 | $220 | Sell |
2,960
-917
| -24% | -$68 | 0.19% | 91 |
|
2018
Q4 | $249 | Sell |
3,877
-1,315
| -25% | -$84 | 0.21% | 78 |
|
2018
Q3 | $407K | Buy |
+5,192
| New | +$407K | 0.35% | 52 |
|