Advocacy Wealth Management Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-247
| Closed | -$16K | – | 146 |
|
|
2019
Q4 | $16K | Sell |
247
-3
| -1% | -$194 | ﹤0.01% | 107 |
|
|
2019
Q3 | $16K | Buy |
+250
| New | +$16K | 0.01% | 107 |
|
|
2016
Q4 | – | Sell |
-57
| Closed | -$3K | – | 386 |
|
|
2016
Q3 | $3K | Sell |
57
-119
| -68% | -$6.26K | ﹤0.01% | 347 |
|
|
2016
Q2 | $9K | Buy |
+176
| New | +$9K | ﹤0.01% | 304 |
|
|
2016
Q1 | – | Sell |
-469
| Closed | -$20K | – | 568 |
|
|
2015
Q4 | $20K | Buy |
+469
| New | +$20K | 0.02% | 271 |
|
|
2013
Q3 | $19K | Hold |
503
| – | – | 0.05% | 188 |
|
|
2013
Q2 | $19K | Buy |
+503
| New | +$19K | 0.08% | 148 |
|