AMJ Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-180,755
| Closed | -$11.8M | – | 60 |
|
|
2022
Q3 | $11.8M | Buy |
+180,755
| New | +$11.8M | 7.7% | 3 |
|
|
2022
Q2 | – | Sell |
-7,946
| Closed | -$592K | – | 95 |
|
|
2022
Q1 | $592K | Buy |
7,946
+4,395
| +124% | +$327K | 0.24% | 52 |
|
|
2021
Q4 | $254K | Buy |
+3,551
| New | +$254K | 0.09% | 86 |
|
|
2020
Q1 | – | Sell |
-16,731
| Closed | -$1.08M | – | 68 |
|
|
2019
Q4 | $1.08M | Buy |
+16,731
| New | +$1.08M | 0.76% | 37 |
|