Accurate Investment Solutions’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-368
Closed -$10K 411
2020
Q1
$10K Sell
368
-16
-4% -$512 0.01% 292
2019
Q4
$12K Buy
+384
New +$12.2K 0.01% 274
2018
Q3
Sell
-158
Closed -$4K 536
2018
Q2
$4K Buy
158
+2
+1% +$50 ﹤0.01% 368
2018
Q1
$4K Buy
156
+2
+1% +$50 ﹤0.01% 356
2017
Q4
$4K Hold
154
﹤0.01% 350
2017
Q3
$4K Buy
+154
New +$4.13K ﹤0.01% 350
2016
Q2
Sell
-1,010
Closed -$25K 386
2016
Q1
$25K Buy
+1,010
New +$23.3K 0.02% 217

Other funds holding XLU

Accurate Investment Solutions's XLU Position: Q2 2020 in Review

Accurate Investment Solutions sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2020, closing a stake of 368 shares — an estimated $10K sold.

Accurate Investment Solutions first reported a position in XLU in Q1 2016 and held it in 7 quarters. The position peaked at $25K in Q1 2016. 801 funds tracked by Wall St. Rank hold XLU as of Q2 2020.

  • Accurate Investment Solutions reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 368 State Street Utilities Select Sector SPDR ETF shares in Q2 2020, an estimated $10K.
  • Accurate Investment Solutions first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2016 and held it in 7 quarters.
  • Accurate Investment Solutions's State Street Utilities Select Sector SPDR ETF position peaked at $25K in Q1 2016.
  • 801 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.