Center for Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-653
| Closed | -$46K | – | 691 |
|
|
2022
Q2 | $46K | Hold |
653
| – | – | 0.01% | 225 |
|
|
2022
Q1 | $49K | Hold |
653
| – | – | 0.01% | 230 |
|
|
2021
Q4 | $47K | Hold |
653
| – | – | 0.01% | 237 |
|
|
2021
Q3 | $42K | Hold |
653
| – | – | 0.01% | 239 |
|
|
2021
Q2 | $41K | Hold |
653
| – | – | 0.01% | 239 |
|
|
2021
Q1 | $42K | Sell |
653
-265
| -29% | -$17K | 0.01% | 233 |
|
|
2020
Q4 | $58K | Buy |
918
+265
| +41% | +$16.7K | 0.02% | 191 |
|
|
2020
Q3 | $39K | Hold |
653
| – | – | 0.01% | 208 |
|
|
2020
Q2 | $37K | Hold |
653
| – | – | 0.01% | 208 |
|
|
2020
Q1 | $36K | Buy |
+653
| New | +$36K | 0.01% | 204 |
|