Altavista 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
2021
Q4
$290K Buy
+4,058
New +$290K 0.06% 161
2020
Q1
Sell
-4,160
Closed -$269K 173
2019
Q4
$269K Buy
4,160
+742
+22% +$48K 0.08% 146
2019
Q3
$221K Buy
+3,418
New +$221K 0.07% 158