Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $63.7K | Buy |
1,005
+9
| +0.9% | +$570 | ﹤0.01% | 341 |
|
|
2023
Q3 | $58.7K | Buy |
996
+944
| +1,815% | +$55.6K | ﹤0.01% | 321 |
|
|
2023
Q2 | $3.46K | Sell |
52
-10
| -16% | -$665 | ﹤0.01% | 764 |
|
|
2023
Q1 | $4.22K | Buy |
62
+52
| +520% | +$3.54K | ﹤0.01% | 716 |
|
|
2022
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 929 |
|
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 872 |
|
|
2022
Q2 | $1K | Sell |
10
-1
| -9% | -$100 | ﹤0.01% | 886 |
|
|
2022
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 864 |
|
|
2021
Q4 | $1K | Buy |
11
+1
| +10% | +$91 | ﹤0.01% | 860 |
|
|
2021
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 820 |
|
|
2021
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 786 |
|