Windsor Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-13,554
| Closed | -$1.35M | – | 237 |
|
|
2022
Q1 | $1.35M | Sell |
13,554
-268
| -2% | -$26.7K | 0.25% | 76 |
|
|
2021
Q4 | $1.48M | Sell |
13,822
-431
| -3% | -$46.2K | 0.27% | 76 |
|
|
2021
Q3 | $1.41M | Buy |
14,253
+793
| +6% | +$78.7K | 0.3% | 70 |
|
|
2021
Q2 | $1.38M | Buy |
13,460
+3,495
| +35% | +$358K | 0.3% | 70 |
|
|
2021
Q1 | $981K | Buy |
9,965
+441
| +5% | +$43.4K | 0.23% | 87 |
|
|
2020
Q4 | $843K | Buy |
9,524
+1,489
| +19% | +$132K | 0.21% | 96 |
|
|
2020
Q3 | $636K | Buy |
+8,035
| New | +$636K | 0.18% | 106 |
|