Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-267
| Closed | -$20K | – | 2124 |
|
|
2019
Q1 | $20K | Hold |
267
| – | – | ﹤0.01% | 1287 |
|
|
2018
Q4 | $17K | Hold |
267
| – | – | ﹤0.01% | 1281 |
|
|
2018
Q3 | $21K | Hold |
267
| – | – | ﹤0.01% | 1293 |
|
|
2018
Q2 | $19K | Buy |
267
+34
| +15% | +$2.42K | ﹤0.01% | 1332 |
|
|
2018
Q1 | $17K | Sell |
233
-224
| -49% | -$16.3K | ﹤0.01% | 1356 |
|
|
2017
Q4 | $35K | Hold |
457
| – | – | ﹤0.01% | 1150 |
|
|
2017
Q3 | $32K | Hold |
457
| – | – | ﹤0.01% | 1138 |
|
|
2017
Q2 | $31K | Buy |
457
+123
| +37% | +$8.34K | ﹤0.01% | 1119 |
|
|
2017
Q1 | $22K | Sell |
334
-1,016
| -75% | -$66.9K | ﹤0.01% | 1059 |
|
|
2016
Q4 | $84K | Buy |
1,350
+1,240
| +1,127% | +$77.2K | 0.01% | 638 |
|
|
2016
Q3 | $6K | Hold |
110
| – | – | ﹤0.01% | 1366 |
|
|
2016
Q2 | $6K | Hold |
110
| – | – | ﹤0.01% | 1317 |
|
|
2016
Q1 | $6K | Hold |
110
| – | – | ﹤0.01% | 1316 |
|
|
2015
Q4 | $6K | Buy |
+110
| New | +$6K | ﹤0.01% | 1323 |
|