Allen Capital Group’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Hold |
0
| – | – | – | 172 |
|
2022
Q1 | – | Sell |
-1,027
| Closed | -$74K | – | 178 |
|
2021
Q4 | $74K | Buy |
1,027
+350
| +52% | +$25.2K | 0.01% | 155 |
|
2021
Q3 | $43K | Buy |
+677
| New | +$43K | 0.01% | 151 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 162 |
|
2021
Q1 | – | Hold |
0
| – | – | – | 158 |
|
2020
Q4 | – | Hold |
0
| – | – | – | 149 |
|