Capital Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,292
| Closed | -$333K | – | 131 |
|
|
2020
Q4 | $333K | Buy |
+5,292
| New | +$333K | 0.01% | 79 |
|
|
2019
Q4 | – | Sell |
-4,461
| Closed | -$289K | – | 262 |
|
|
2019
Q3 | $289K | Buy |
+4,461
| New | +$289K | 0.02% | 187 |
|
|
2017
Q3 | – | Sell |
-32,920
| Closed | -$1.71M | – | 190 |
|
|
2017
Q2 | $1.71M | Buy |
+32,920
| New | +$1.71M | 0.27% | 41 |
|