Coastwise Capital 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
Q4 | – | Sell |
-3,250
| Closed | -$263K | – | 128 |
|
|
2024
Q3 | $263K | Buy |
3,250
+20
| +0.6% | +$1.62K | 0.22% | 104 |
|
|
2024
Q2 | $220K | Sell |
3,230
-943
| -23% | -$64.3K | 0.21% | 103 |
|
|
2024
Q1 | $274K | Buy |
4,173
+328
| +9% | +$21.5K | 0.25% | 91 |
|
|
2023
Q4 | $243K | Sell |
3,845
-271
| -7% | -$17.2K | 0.25% | 94 |
|
|
2023
Q3 | $243K | Buy |
+4,116
| New | +$243K | 0.28% | 95 |
|