WealthPLAN Partners’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 | – | Sell |
-538
| Closed | -$57.7K | – | 1194 |
|
|
2023
Q2 | $57.7K | Buy |
538
+37
| +7% | +$3.97K | 0.01% | 483 |
|
|
2023
Q1 | $50.7K | Buy |
+501
| New | +$50.7K | 0.01% | 554 |
|
|
2016
Q3 | $145K | Buy |
2,502
+794
| +46% | +$46K | 0.05% | 183 |
|
|
2016
Q2 | $78.2K | Buy |
+1,708
| New | +$78.2K | 0.01% | 708 |
|
|
2015
Q4 | $139K | Buy |
+2,620
| New | +$139K | 0.02% | 334 |
|
|
2015
Q2 | – | Sell |
-231
| Closed | -$13K | – | 517 |
|
|
2015
Q1 | $13K | Buy |
+231
| New | +$13K | 0.01% | 358 |
|