CDH
Charles D. Hyman’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $212K | Hold |
3,107
| – | – | 0.01% | 234 |
|
|
2024
Q1 | $204K | Buy |
+3,107
| New | +$204K | 0.01% | 243 |
|
|
2023
Q3 | – | Sell |
-3,107
| Closed | -$203K | – | 240 |
|
|
2023
Q2 | $203K | Hold |
3,107
| – | – | 0.01% | 229 |
|
|
2023
Q1 | $210K | Hold |
3,107
| – | – | 0.01% | 232 |
|
|
2022
Q4 | $219K | Hold |
3,107
| – | – | 0.01% | 227 |
|
|
2022
Q3 | $204K | Hold |
3,107
| – | – | 0.02% | 224 |
|
|
2022
Q2 | $218K | Hold |
3,107
| – | – | 0.02% | 223 |
|
|
2022
Q1 | $231K | Buy |
+3,107
| New | +$231K | 0.01% | 227 |
|