AllSquare Wealth Management’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
2018
Q3
Sell
-200
Closed -$5K 517
2018
Q2
$5K Hold
200
﹤0.01% 412
2018
Q1
$5K Buy
+200
New +$4.99K ﹤0.01% 331

Other funds holding XLU

AllSquare Wealth Management's XLU Position: Q3 2018 in Review

AllSquare Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2018, closing a stake of 200 shares — an estimated $5K sold.

AllSquare Wealth Management first reported a position in XLU in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q2 2018. 610 funds tracked by Wall St. Rank hold XLU as of Q3 2018.

  • AllSquare Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2018 after selling out during the quarter.
  • AllSquare Wealth Management sold 200 State Street Utilities Select Sector SPDR ETF shares in Q3 2018, an estimated $5K.
  • AllSquare Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2018 and held it in 2 quarters.
  • AllSquare Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $5K in Q2 2018.
  • 610 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2018.

Based on AllSquare Wealth Management's 13F filing for Q3 2018, filed 2 Nov 2018.