WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $9.36K | Sell |
71
-62
| -47% | -$8.17K | ﹤0.01% | 603 |
|
|
2024
Q3 | $18K | Hold |
133
| – | – | 0.01% | 512 |
|
|
2024
Q2 | $16.2K | Sell |
133
-47
| -26% | -$5.73K | ﹤0.01% | 483 |
|
|
2024
Q1 | $22.7K | Buy |
+180
| New | +$22.7K | 0.01% | 429 |
|
|
2023
Q4 | – | Sell |
-922
| Closed | -$93.5K | – | 876 |
|
|
2023
Q3 | $93.5K | Hold |
922
| – | – | 0.04% | 249 |
|
|
2023
Q2 | $98.9K | Buy |
922
+742
| +412% | +$79.6K | 0.04% | 242 |
|
|
2023
Q1 | $18.2K | Buy |
180
+133
| +283% | +$13.5K | 0.01% | 444 |
|
|
2022
Q4 | $4.62K | Hold |
47
| – | – | ﹤0.01% | 334 |
|
|
2022
Q3 | $3.89K | Hold |
47
| – | – | ﹤0.01% | 338 |
|
|
2022
Q2 | $4.11K | Hold |
47
| – | – | ﹤0.01% | 358 |
|
|
2022
Q1 | $4.84K | Buy |
+47
| New | +$4.84K | ﹤0.01% | 360 |
|