CFO4Life Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,201
| Closed | -$406K | – | 185 |
|
|
2023
Q2 | $406K | Sell |
6,201
-631
| -9% | -$41.3K | 0.09% | 114 |
|
|
2023
Q1 | $462K | Sell |
6,832
-2,163
| -24% | -$146K | 0.11% | 101 |
|
|
2022
Q4 | $634K | Sell |
8,995
-343
| -4% | -$24.2K | 0.13% | 91 |
|
|
2022
Q3 | $612K | Buy |
9,338
+442
| +5% | +$29K | 0.16% | 70 |
|
|
2022
Q2 | $612K | Sell |
8,896
-651
| -7% | -$44.8K | 0.15% | 73 |
|
|
2022
Q1 | $711K | Buy |
+9,547
| New | +$711K | 0.15% | 73 |
|