Braver Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
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|
2016
Q3 | $9.96M | Sell |
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|
2016
Q2 | $20.1M | Buy |
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|
2016
Q1 | $14.6M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $7.57M | Buy |
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|
2014
Q3 | $1.37M | Buy |
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|
2014
Q2 | $352K | Hold |
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|
2014
Q1 | $330K | Sell |
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|
2013
Q4 | $306K | Buy |
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|
2013
Q3 | $302K | Sell |
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|
2013
Q2 | $1.92M | Buy |
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