Catamount Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $26K | Sell |
451
-9
| -2% | -$519 | 0.01% | 104 |
|
|
2018
Q4 | $25K | Buy |
460
+60
| +15% | +$3.26K | 0.02% | 93 |
|
|
2018
Q3 | $21K | Hold |
400
| – | – | 0.01% | 122 |
|
|
2018
Q2 | $21K | Hold |
400
| – | – | 0.01% | 117 |
|
|
2018
Q1 | $20K | Buy |
400
+315
| +371% | +$15.8K | 0.01% | 114 |
|
|
2017
Q4 | $4K | Buy |
+85
| New | +$4K | ﹤0.01% | 170 |
|