WWM
Willingdon 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 |
-357
| Closed | -$23K | – | 402 |
|
|
2018
Q4 | $23K | Hold |
357
| – | – | 0.01% | 229 |
|
|
2018
Q3 | $28K | Hold |
357
| – | – | 0.01% | 243 |
|
|
2018
Q2 | $26K | Hold |
357
| – | – | 0.01% | 228 |
|
|
2018
Q1 | $27K | Hold |
357
| – | – | 0.01% | 202 |
|
|
2017
Q4 | $27K | Hold |
357
| – | – | 0.01% | 180 |
|
|
2017
Q3 | $25K | Buy |
+357
| New | +$25K | 0.01% | 176 |
|