Baldwin Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-150
| Closed | -$12.1K | – | 1054 |
|
|
2024
Q3 | $12.1K | Hold |
150
| – | – | ﹤0.01% | 766 |
|
|
2024
Q2 | $10.2K | Sell |
150
-150
| -50% | -$10.2K | ﹤0.01% | 540 |
|
|
2024
Q1 | $19.7K | Hold |
300
| – | – | ﹤0.01% | 494 |
|
|
2023
Q4 | $19K | Hold |
300
| – | – | ﹤0.01% | 502 |
|
|
2023
Q3 | $17.7K | Hold |
300
| – | – | ﹤0.01% | 527 |
|
|
2023
Q2 | $19.6K | Hold |
300
| – | – | ﹤0.01% | 537 |
|
|
2023
Q1 | $20.3K | Hold |
300
| – | – | ﹤0.01% | 540 |
|
|
2022
Q4 | $21.2K | Buy |
+300
| New | +$21.2K | ﹤0.01% | 529 |
|