Blume Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-806
| Closed | -$38K | – | 323 |
|
|
2014
Q4 | $38K | Hold |
806
| – | – | 0.03% | 158 |
|
|
2014
Q3 | $34K | Hold |
806
| – | – | 0.03% | 117 |
|
|
2014
Q2 | $36K | Sell |
806
-1,400
| -63% | -$62.5K | 0.03% | 119 |
|
|
2014
Q1 | $91K | Hold |
2,206
| – | – | 0.07% | 77 |
|
|
2013
Q4 | $84K | Buy |
+2,206
| New | +$84K | 0.07% | 80 |
|