Bank Julius Baer & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-272
| Closed | -$22.7K | – | 682 |
|
|
2024
Q4 | $22.7K | Buy |
+272
| New | +$22.7K | ﹤0.01% | 593 |
|
|
2022
Q1 | – | Sell |
-620
| Closed | -$44K | – | 824 |
|
|
2021
Q4 | $44K | Hold |
620
| – | – | ﹤0.01% | 668 |
|
|
2021
Q3 | $40K | Buy |
620
+3
| +0.5% | +$194 | ﹤0.01% | 699 |
|
|
2021
Q2 | $39K | Buy |
+617
| New | +$39K | ﹤0.01% | 707 |
|
|
2021
Q1 | – | Sell |
-622
| Closed | -$39K | – | 908 |
|
|
2020
Q4 | $39K | Buy |
+622
| New | +$39K | ﹤0.01% | 714 |
|