TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $60K | Buy |
867
+40
| +5% | +$2.77K | 0.03% | 257 |
|
|
2020
Q1 | $49K | Hold |
827
| – | – | 0.02% | 257 |
|
|
2019
Q4 | $67K | Hold |
827
| – | – | 0.03% | 241 |
|
|
2019
Q3 | $64K | Hold |
827
| – | – | 0.03% | 239 |
|
|
2019
Q2 | $64K | Sell |
827
-635
| -43% | -$49.1K | 0.03% | 240 |
|
|
2019
Q1 | $110K | Buy |
1,462
+850
| +139% | +$64K | 0.05% | 190 |
|
|
2018
Q4 | $39K | Hold |
612
| – | – | 0.02% | 283 |
|
|
2018
Q3 | $48K | Hold |
612
| – | – | 0.02% | 276 |
|
|
2018
Q2 | $44K | Buy |
612
+200
| +49% | +$14.4K | 0.02% | 279 |
|
|
2018
Q1 | $31K | Buy |
+412
| New | +$31K | 0.02% | 308 |
|