CKW Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,583
| Closed | -$378K | – | 230 |
|
|
2024
Q2 | $378K | Hold |
5,583
| – | – | 0.05% | 37 |
|
|
2024
Q1 | $364K | Hold |
5,583
| – | – | 0.05% | 39 |
|
|
2023
Q4 | $354K | Hold |
5,583
| – | – | 0.05% | 38 |
|
|
2023
Q3 | $329K | Hold |
5,583
| – | – | 0.05% | 38 |
|
|
2023
Q2 | $365K | Buy |
+5,583
| New | +$365K | 0.05% | 37 |
|