Altium Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Altium Wealth Management’s Portfolio XLU Stock Details XLU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell
2019 Q4	$2.76M	Sell
2019 Q3	$2.77M	Buy
2019 Q2	$2.54M	Buy
2019 Q1	$835K	Sell
2018 Q4	$843K	Buy