UFA
US Financial Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,520
| Closed | -$445K | – | 142 |
|
|
2021
Q1 | $445K | Buy |
4,520
+260
| +6% | +$25.6K | 0.12% | 89 |
|
|
2020
Q4 | $377K | Buy |
+4,260
| New | +$377K | 0.11% | 82 |
|
|
2016
Q2 | – | Sell |
-1,427
| Closed | -$79K | – | 405 |
|
|
2016
Q1 | $79K | Sell |
1,427
-103,289
| -99% | -$5.72M | 0.14% | 73 |
|
|
2015
Q4 | $5.55M | Buy |
104,716
+103,710
| +10,309% | +$5.5M | 5.27% | 4 |
|
|
2015
Q3 | $50K | Sell |
1,006
-109,314
| -99% | -$5.43M | 0.08% | 104 |
|
|
2015
Q2 | $5.96M | Buy |
110,320
+542
| +0.5% | +$29.3K | 5.63% | 8 |
|
|
2015
Q1 | $6.12M | Sell |
109,778
-3,853
| -3% | -$215K | 5.56% | 10 |
|
|
2014
Q4 | $6.43M | Buy |
+113,631
| New | +$6.43M | 5.74% | 5 |
|