Clearview Wealth Advisors’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 |
-877
| Closed | -$57.4K | – | 662 |
|
|
2023
Q2 | $57.4K | Sell |
877
-115
| -12% | -$7.53K | 0.06% | 188 |
|
|
2023
Q1 | $67.2K | Buy |
992
+9
| +0.9% | +$609 | 0.07% | 176 |
|
|
2022
Q4 | $69.3K | Buy |
983
+5
| +0.5% | +$353 | 0.05% | 146 |
|
|
2022
Q3 | $64K | Buy |
978
+5
| +0.5% | +$327 | 0.05% | 151 |
|
|
2022
Q2 | $68K | Buy |
973
+4
| +0.4% | +$280 | 0.05% | 157 |
|
|
2022
Q1 | $72K | Sell |
969
-481
| -33% | -$35.7K | 0.05% | 168 |
|
|
2021
Q4 | $104K | Buy |
1,450
+335
| +30% | +$24K | 0.06% | 152 |
|
|
2021
Q3 | $71K | Buy |
1,115
+1,015
| +1,015% | +$64.6K | 0.05% | 205 |
|
|
2021
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 496 |
|
|
2021
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 474 |
|
|
2020
Q4 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 437 |
|