Bleakley Financial Group’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
Q3
Sell
-3,083
Closed -$202K 963
2023
Q2
$202K Hold
3,083
0.01% 844
2023
Q1
$209K Sell
3,083
-76
-2% -$5.14K 0.01% 815
2022
Q4
$223K Buy
+3,159
New +$223K 0.01% 769