Capital Directions Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $16.9K | Buy |
+240
| New | +$16.9K | 0.01% | 188 |
|
|
2022
Q3 | – | Sell |
-240
| Closed | -$17K | – | 173 |
|
|
2022
Q2 | $17K | Hold |
240
| – | – | 0.01% | 192 |
|
|
2022
Q1 | $18K | Buy |
+240
| New | +$18K | 0.01% | 208 |
|
|
2021
Q4 | – | Sell |
-240
| Closed | -$15K | – | 245 |
|
|
2021
Q3 | $15K | Hold |
240
| – | – | ﹤0.01% | 219 |
|
|
2021
Q2 | $15K | Buy |
+240
| New | +$15K | ﹤0.01% | 194 |
|
|
2021
Q1 | – | Sell |
-240
| Closed | -$15K | – | 366 |
|
|
2020
Q4 | $15K | Hold |
240
| – | – | 0.01% | 169 |
|
|
2020
Q3 | $14K | Hold |
240
| – | – | 0.01% | 175 |
|
|
2020
Q2 | $14K | Hold |
240
| – | – | 0.01% | 177 |
|
|
2020
Q1 | $13K | Hold |
240
| – | – | 0.01% | 192 |
|
|
2019
Q4 | $16K | Hold |
240
| – | – | 0.01% | 206 |
|
|
2019
Q3 | $16K | Buy |
+240
| New | +$16K | 0.01% | 199 |
|
|
2019
Q2 | – | Sell |
-240
| Closed | -$14K | – | 103 |
|
|
2019
Q1 | $14K | Buy |
+240
| New | +$14K | ﹤0.01% | 83 |
|
|
2017
Q3 | – | Sell |
-105
| Closed | -$5K | – | 122 |
|
|
2017
Q2 | $5K | Buy |
+105
| New | +$5K | ﹤0.01% | 95 |
|