Wilbanks Smith & Thomas Asset Management’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 |
-3,094
| Closed | -$232K | – | 441 |
|
2019
Q1 | $232K | Buy |
+3,094
| New | +$232K | 0.02% | 362 |
|
2017
Q3 | – | Sell |
-7,095
| Closed | -$483K | – | 355 |
|
2017
Q2 | $483K | Buy |
+7,095
| New | +$483K | 0.04% | 185 |
|
2017
Q1 | – | Sell |
-5,240
| Closed | -$326K | – | 344 |
|
2016
Q4 | $326K | Buy |
+5,240
| New | +$326K | 0.03% | 207 |
|