Question 1

How many shares of XLI does Dynasty Wealth Management, LLC own?

Accepted Answer

Dynasty Wealth Management, LLC previously held 0 shares of XLI (INDUSTRIAL SELECT SECT SPDR) before exiting the position in 2018-Q4.

Question 2

What is Dynasty Wealth Management, LLC's XLI position worth?

Accepted Answer

Dynasty Wealth Management, LLC's XLI position was last reported at $0 in 2018-Q4 before the exit.

Question 3

Is Dynasty Wealth Management, LLC buying or selling XLI?

Accepted Answer

In 2018-Q4, Dynasty Wealth Management, LLC exited their XLI position entirely (-100.0% change in shares).

Question 4

When did Dynasty Wealth Management, LLC first buy XLI?

Accepted Answer

Based on available 13F filings, Dynasty Wealth Management, LLC first reported a position in XLI in 2018-Q1. They have held the position across 4 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2018-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$56.73	0
2018-Q3	Increased	4,200	+4.5%	$329,000	0.4%	$69.32	29
2018-Q2	Decreased	4,020	-60.2%	$288,000	0.6%	$63.03	0
2018-Q1	New	10,090	-	$750,000	0.3%	$65.11	41

XLI4 quarters

XLI
4 quarters