TIAM2
Tru Independence Asset Management 2’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,307
| Closed | -$226K | – | 146 |
|
|
2021
Q3 | $226K | Sell |
2,307
-35,644
| -94% | -$3.49M | 0.16% | 91 |
|
|
2021
Q2 | $3.89M | Buy |
37,951
+8,432
| +29% | +$863K | 2.65% | 15 |
|
|
2021
Q1 | $2.91M | Buy |
29,519
+4,772
| +19% | +$470K | 2.3% | 16 |
|
|
2020
Q4 | $2.19M | Buy |
+24,747
| New | +$2.19M | 1.85% | 16 |
|