WFWM
Wechter Feldman Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,474
| Closed | -$224K | – | 33 |
|
|
2018
Q4 | $224K | Sell |
3,474
-107
| -3% | -$6.9K | 0.22% | 28 |
|
|
2018
Q3 | $281K | Hold |
3,581
| – | – | 0.17% | 32 |
|
|
2018
Q2 | $257K | Hold |
3,581
| – | – | 0.18% | 30 |
|
|
2018
Q1 | $266K | Sell |
3,581
-86,561
| -96% | -$6.43M | 0.19% | 27 |
|
|
2017
Q4 | $6.82M | Buy |
90,142
+152
| +0.2% | +$11.5K | 4.77% | 9 |
|
|
2017
Q3 | $6.39M | Buy |
89,990
+83,980
| +1,397% | +$5.96M | 4.9% | 10 |
|
|
2017
Q2 | $409K | Hold |
6,010
| – | – | 0.33% | 18 |
|
|
2017
Q1 | $391K | Buy |
+6,010
| New | +$391K | 0.27% | 24 |
|