Boston Research & 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 |
-49,740
| Closed | -$2.35M | – | 103 |
|
|
2014
Q4 | $2.35M | Sell |
49,740
-140
| -0.3% | -$6.61K | 1.47% | 33 |
|
|
2014
Q3 | $2.1M | Sell |
49,880
-1,060
| -2% | -$44.6K | 1.41% | 34 |
|
|
2014
Q2 | $2.25M | Sell |
50,940
-706
| -1% | -$31.2K | 1.56% | 30 |
|
|
2014
Q1 | $2.14M | Sell |
51,646
-1,124
| -2% | -$46.6K | 1.57% | 28 |
|
|
2013
Q4 | $2M | Sell |
52,770
-148
| -0.3% | -$5.62K | 1.54% | 33 |
|
|
2013
Q3 | $1.98M | Buy |
52,918
+616
| +1% | +$23K | 1.67% | 26 |
|
|
2013
Q2 | $1.97M | Buy |
+52,302
| New | +$1.97M | 1.75% | 22 |
|