Baron Financial Group’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
Q3 | – | Sell |
-585
| Closed | -$41K | – | 206 |
|
|
2022
Q2 | $41K | Sell |
585
-30
| -5% | -$2.1K | 0.03% | 90 |
|
|
2022
Q1 | $45.8K | Hold |
615
| – | – | 0.03% | 92 |
|
|
2021
Q4 | $44K | Hold |
615
| – | – | 0.02% | 99 |
|
|
2021
Q3 | $39.3K | Hold |
615
| – | – | 0.02% | 105 |
|
|
2021
Q2 | $38.9K | Sell |
615
-20
| -3% | -$1.27K | 0.02% | 108 |
|
|
2021
Q1 | $40.7K | Buy |
635
+300
| +90% | +$19.2K | 0.03% | 103 |
|
|
2020
Q4 | $21K | Hold |
335
| – | – | 0.02% | 137 |
|
|
2020
Q3 | $19.9K | Buy |
+335
| New | +$19.9K | 0.02% | 135 |
|