4J Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,991
| Closed | -$787K | – | 90 |
|
|
2024
Q1 | $787K | Buy |
11,991
+46
| +0.4% | +$3.02K | 0.68% | 33 |
|
|
2023
Q4 | $756K | Buy |
+11,945
| New | +$756K | 0.69% | 32 |
|
|
2022
Q3 | – | Sell |
-63,294
| Closed | -$4.44M | – | 76 |
|
|
2022
Q2 | $4.44M | Sell |
63,294
-2,040
| -3% | -$143K | 5.58% | 4 |
|
|
2022
Q1 | $4.87M | Buy |
65,334
+1,690
| +3% | +$126K | 4.26% | 5 |
|
|
2021
Q4 | $4.56M | Buy |
63,644
+5,080
| +9% | +$364K | 3.83% | 5 |
|
|
2021
Q3 | $3.74M | Buy |
58,564
+1,487
| +3% | +$95K | 3.25% | 6 |
|
|
2021
Q2 | $3.61M | Buy |
57,077
+7,830
| +16% | +$495K | 3.15% | 6 |
|
|
2021
Q1 | $3.15M | Buy |
49,247
+1,672
| +4% | +$107K | 2.93% | 6 |
|
|
2020
Q4 | $2.98M | Buy |
+47,575
| New | +$2.98M | 2.87% | 6 |
|