Torch Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $744K | Hold |
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|
2019
Q3 | $710K | Sell |
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|
2019
Q2 | $723K | Sell |
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|
2019
Q1 | $738K | Buy |
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|
2018
Q4 | $581K | Sell |
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|
2018
Q3 | $738K | Sell |
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|
2018
Q2 | $676K | Buy |
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|
2018
Q1 | $698K | Buy |
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|
2017
Q4 | $694K | Buy |
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|
2017
Q3 | $506K | Hold |
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|
2017
Q2 | $486K | Hold |
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|
2017
Q1 | $464K | Buy |
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|
2016
Q4 | $377K | Hold |
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|
2016
Q3 | $353K | Buy |
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|
2016
Q2 | $325K | Hold |
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|
2016
Q1 | $322K | Hold |
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|
2015
Q4 | $308K | Hold |
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|
2015
Q3 | $290K | Sell |
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|
2015
Q2 | $351K | Buy |
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|
2015
Q1 | $357K | Hold |
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|
2014
Q4 | $362K | Buy |
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|
2014
Q3 | $300K | Buy |
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|
2014
Q2 | $281K | Buy |
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|
2014
Q1 | $269K | Buy |
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|
2013
Q4 | $241K | Buy |
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