BBJS Financial Advisors’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
Q3 | $4.87M | Buy |
60,341
+468
| +0.8% | +$37.8K | 1.74% | 18 |
|
|
2024
Q2 | $4.08M | Sell |
59,873
-9,938
| -14% | -$677K | 1.52% | 18 |
|
|
2024
Q1 | $4.58M | Buy |
69,811
+5,157
| +8% | +$339K | 1.63% | 17 |
|
|
2023
Q4 | $4.09M | Sell |
64,654
-2,189
| -3% | -$139K | 1.42% | 18 |
|
|
2023
Q3 | $3.94M | Buy |
66,843
+32,878
| +97% | +$1.94M | 1.49% | 20 |
|
|
2023
Q2 | $2.22M | Buy |
+33,965
| New | +$2.22M | 0.89% | 24 |
|