Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-42,678
| Closed | -$2.76M | – | 367 |
|
|
2019
Q4 | $2.76M | Sell |
42,678
-36
| -0.1% | -$2.33K | 0.33% | 40 |
|
|
2019
Q3 | $2.77M | Buy |
42,714
+93
| +0.2% | +$6.02K | 0.37% | 34 |
|
|
2019
Q2 | $2.54M | Buy |
42,621
+28,275
| +197% | +$1.69M | 0.37% | 36 |
|
|
2019
Q1 | $835K | Sell |
14,346
-1,582
| -10% | -$92.1K | 0.13% | 99 |
|
|
2018
Q4 | $843K | Buy |
+15,928
| New | +$843K | 0.16% | 86 |
|