BKS Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $348K | Hold |
|
|||||
|
2018
Q4 | $317K | Sell |
|
|||||
|
2018
Q3 | $316K | Sell |
|
|||||
|
2018
Q2 | $335K | Hold |
|
|||||
|
2018
Q1 | $326K | Hold |
|
|||||
|
2017
Q4 | $339K | Sell |
|
|||||
|
2017
Q3 | $352K | Sell |
|
|||||
|
2017
Q2 | $360K | Sell |
|
|||||
|
2017
Q1 | $358K | Sell |
|
|||||
|
2016
Q4 | $356K | Buy |
|
|||||
|
2016
Q3 | $357K | Hold |
|
|||||
|
2016
Q2 | $382K | Hold |
|
|||||
|
2016
Q1 | $361K | Hold |
|
|||||
|
2015
Q4 | $315K | Hold |
|
|||||
|
2015
Q3 | $315K | Sell |
|
|||||
|
2015
Q2 | $343K | Sell |
|
|||||
|
2015
Q1 | $373K | Buy |
|