55I LLC’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.2M | Buy |
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|
2022
Q2 | $1.49M | Sell |
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|
2022
Q1 | $2.09M | Sell |
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|
2021
Q4 | $2.22M | Buy |
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|
2021
Q3 | $1.82M | Buy |
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|
2021
Q2 | $1.68M | Buy |
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|
2021
Q1 | $1.3M | Sell |
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|
2020
Q4 | $1.36M | Buy |
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|
2020
Q3 | $1.22M | Sell |
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|
2020
Q2 | $2.11M | Buy |
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|
2020
Q1 | $252K | Sell |
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|
2019
Q4 | $616K | Buy |
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|
2019
Q3 | $368K | Buy |
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|
2019
Q2 | $318K | Buy |
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|
2019
Q1 | $244K | Buy |
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