True Link Financial Advisors’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 |
-1,185
| Closed | -$167K | – | 287 |
|
|
2021
Q4 | $167K | Hold |
1,185
| – | – | 0.02% | 277 |
|
|
2021
Q3 | $151K | Hold |
1,185
| – | – | 0.02% | 288 |
|
|
2021
Q2 | $149K | Sell |
1,185
-393
| -25% | -$49.4K | 0.02% | 256 |
|
|
2021
Q1 | $184K | Sell |
1,578
-462
| -23% | -$53.9K | 0.03% | 261 |
|
|
2020
Q4 | $231K | Buy |
+2,040
| New | +$231K | 0.04% | 218 |
|