Aevitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-369
| Closed | -$21K | – | 362 |
|
|
2019
Q1 | $21K | Buy |
369
+2
| +0.5% | +$114 | 0.02% | 253 |
|
|
2018
Q4 | $19K | Buy |
367
+3
| +0.8% | +$155 | 0.02% | 253 |
|
|
2018
Q3 | $19K | Buy |
364
+4
| +1% | +$209 | 0.02% | 297 |
|
|
2018
Q2 | $19K | Buy |
360
+3
| +0.8% | +$158 | 0.02% | 284 |
|
|
2018
Q1 | $18K | Buy |
357
+2
| +0.6% | +$101 | 0.02% | 268 |
|
|
2017
Q4 | $19K | Buy |
+355
| New | +$19K | 0.02% | 263 |
|