Catawba Capital Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
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|
2018
Q1 | $218K | Sell |
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|
2017
Q4 | $289K | Sell |
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|
2017
Q3 | $296K | Sell |
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|
2017
Q2 | $296K | Sell |
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|
2017
Q1 | $293K | Sell |
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|
2016
Q4 | $289K | Hold |
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|
2016
Q3 | $292K | Hold |
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|
2016
Q2 | $312K | Hold |
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|
2016
Q1 | $295K | Hold |
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|
2015
Q4 | $258K | Sell |
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|
2015
Q3 | $283K | Hold |
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|
2015
Q2 | $271K | Hold |
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|
2015
Q1 | $291K | Sell |
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|
2014
Q4 | $314K | Sell |
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|
2014
Q3 | $287K | Sell |
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|
2014
Q2 | $313K | Sell |
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|
2014
Q1 | $299K | Sell |
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|
2013
Q4 | $274K | Sell |
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|
2013
Q3 | $271K | Sell |
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|
2013
Q2 | $276K | Buy |
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