TAM
Tucker Asset Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.08M | Sell |
61,289
-7,018
| -10% | -$925K | 0.86% | 15 |
|
|
2024
Q3 | $9.25M | Sell |
68,307
-27,311
| -29% | -$3.7M | 2.14% | 9 |
|
|
2024
Q2 | $11.7M | Buy |
95,618
+2,284
| +2% | +$278K | 2.54% | 10 |
|
|
2024
Q1 | $11.8M | Buy |
93,334
+10,775
| +13% | +$1.36M | 2.71% | 6 |
|
|
2023
Q4 | $9.41M | Buy |
82,559
+1,904
| +2% | +$217K | 2.35% | 9 |
|
|
2023
Q3 | $8.18M | Buy |
80,655
+12,436
| +18% | +$1.26M | 2.18% | 8 |
|
|
2023
Q2 | $7.32M | Buy |
68,219
+20,212
| +42% | +$2.17M | 2.13% | 7 |
|
|
2023
Q1 | $4.86M | Buy |
+48,007
| New | +$4.86M | 1.45% | 7 |
|