Welch Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,353
| Closed | -$566K | – | 227 |
|
|
2021
Q4 | $566K | Buy |
5,353
+2,547
| +91% | +$269K | 0.03% | 117 |
|
|
2021
Q3 | $275K | Sell |
2,806
-153
| -5% | -$15K | 0.02% | 155 |
|
|
2021
Q2 | $303K | Sell |
2,959
-626
| -17% | -$64.1K | 0.02% | 139 |
|
|
2021
Q1 | $353K | Sell |
3,585
-2,354
| -40% | -$232K | 0.03% | 127 |
|
|
2020
Q4 | $526K | Buy |
5,939
+859
| +17% | +$76.1K | 0.04% | 96 |
|
|
2020
Q3 | $391K | Buy |
+5,080
| New | +$391K | 0.03% | 104 |
|
|
2017
Q3 | – | Sell |
-1,731
| Closed | -$118K | – | 153 |
|
|
2017
Q2 | $118K | Buy |
+1,731
| New | +$118K | 0.02% | 150 |
|
|
2016
Q1 | – | Sell |
-6,717
| Closed | -$356K | – | 152 |
|
|
2015
Q4 | $356K | Sell |
6,717
-8,970
| -57% | -$475K | 0.06% | 75 |
|
|
2015
Q3 | $783K | Buy |
+15,687
| New | +$783K | 0.15% | 50 |
|