WCA
Windsor Creek Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,758
| Closed | -$759K | – | 119 |
|
|
2021
Q3 | $759K | Hold |
7,758
| – | – | 0.22% | 71 |
|
|
2021
Q2 | $794K | Buy |
7,758
+5,560
| +253% | +$569K | 0.21% | 85 |
|
|
2021
Q1 | $216K | Buy |
+2,198
| New | +$216K | 0.06% | 137 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 192 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 132 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 106 |
|