Beaird Harris 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-125
| Closed | -$10.1K | – | 545 |
|
|
2024
Q3 | $10.1K | Hold |
125
| – | – | ﹤0.01% | 336 |
|
|
2024
Q2 | $8.52K | Buy |
+125
| New | +$8.52K | ﹤0.01% | 388 |
|
|
2022
Q2 | – | Sell |
-200
| Closed | -$13K | – | 633 |
|
|
2022
Q1 | $13K | Hold |
200
| – | – | ﹤0.01% | 299 |
|
|
2021
Q4 | $13K | Buy |
+200
| New | +$13K | ﹤0.01% | 377 |
|