BDO Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $21.4K | Buy |
327
+7
| +2% | +$458 | ﹤0.01% | 565 |
|
|
2023
Q1 | $21.7K | Hold |
320
| – | – | ﹤0.01% | 575 |
|
|
2022
Q4 | $22.6K | Sell |
320
-365
| -53% | -$25.7K | ﹤0.01% | 556 |
|
|
2022
Q3 | $45K | Hold |
685
| – | – | 0.01% | 420 |
|
|
2022
Q2 | $48K | Hold |
685
| – | – | 0.01% | 416 |
|
|
2022
Q1 | $51K | Hold |
685
| – | – | 0.01% | 427 |
|
|
2021
Q4 | $49K | Sell |
685
-798
| -54% | -$57.1K | 0.01% | 450 |
|
|
2021
Q3 | $95K | Buy |
1,483
+320
| +28% | +$20.5K | 0.01% | 359 |
|
|
2021
Q2 | $74K | Hold |
1,163
| – | – | 0.01% | 407 |
|
|
2021
Q1 | $74K | Buy |
1,163
+798
| +219% | +$50.8K | 0.01% | 396 |
|
|
2020
Q4 | $23K | Sell |
365
-37
| -9% | -$2.33K | ﹤0.01% | 449 |
|
|
2020
Q3 | $24K | Buy |
402
+37
| +10% | +$2.21K | ﹤0.01% | 404 |
|
|
2020
Q2 | $21K | Sell |
365
-126
| -26% | -$7.25K | ﹤0.01% | 425 |
|
|
2020
Q1 | $27K | Buy |
491
+126
| +35% | +$6.93K | 0.01% | 408 |
|
|
2019
Q4 | $24K | Hold |
365
| – | – | 0.01% | 372 |
|
|
2019
Q3 | $24K | Buy |
+365
| New | +$24K | 0.01% | 380 |
|
|
2018
Q1 | – | Sell |
-250
| Closed | -$13K | – | 623 |
|
|
2017
Q4 | $13K | Hold |
250
| – | – | 0.01% | 320 |
|
|
2017
Q3 | $13K | Hold |
250
| – | – | 0.01% | 293 |
|
|
2017
Q2 | $13K | Buy |
+250
| New | +$13K | 0.01% | 347 |
|