W.H. Cornerstone Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,613
| Closed | -$203K | – | 133 |
|
|
2024
Q1 | $203K | Buy |
+1,613
| New | +$203K | 0.15% | 131 |
|
|
2023
Q3 | – | Sell |
-2,093
| Closed | -$225K | – | 136 |
|
|
2023
Q2 | $225K | Buy |
2,093
+11
| +0.5% | +$1.18K | 0.2% | 109 |
|
|
2023
Q1 | $211K | Sell |
2,082
-687
| -25% | -$69.6K | 0.19% | 122 |
|
|
2022
Q4 | $284K | Buy |
+2,769
| New | +$284K | 0.27% | 90 |
|