WealthOne’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $201K | Buy |
+1,981
| New | +$201K | 0.08% | 83 |
|
|
2021
Q2 | – | Sell |
-3,728
| Closed | -$367K | – | 141 |
|
|
2021
Q1 | $367K | Buy |
3,728
+1,062
| +40% | +$105K | 0.16% | 86 |
|
|
2020
Q4 | $236K | Buy |
+2,666
| New | +$236K | 0.11% | 95 |
|
|
2019
Q1 | – | Sell |
-129
| Closed | -$8K | – | 583 |
|
|
2018
Q4 | $8K | Buy |
+129
| New | +$8K | 0.01% | 407 |
|