Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-920
| Closed | -$57K | – | 1946 |
|
|
2020
Q4 | $57K | Sell |
920
-423
| -31% | -$26.2K | 0.01% | 380 |
|
|
2020
Q3 | $79K | Hold |
1,343
| – | – | 0.02% | 260 |
|
|
2020
Q2 | $75K | Hold |
1,343
| – | – | 0.02% | 267 |
|
|
2020
Q1 | $74K | Hold |
1,343
| – | – | 0.02% | 238 |
|
|
2019
Q4 | $86K | Hold |
1,343
| – | – | 0.02% | 246 |
|
|
2019
Q3 | $86K | Hold |
1,343
| – | – | 0.03% | 226 |
|
|
2019
Q2 | $80K | Hold |
1,343
| – | – | 0.03% | 239 |
|
|
2019
Q1 | $78K | Hold |
1,343
| – | – | 0.03% | 225 |
|
|
2018
Q4 | $71K | Buy |
+1,343
| New | +$71K | 0.03% | 215 |
|