Community Financial System’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $66K | Hold |
1,575
| – | – | 0.01% | 223 |
|
|
2014
Q2 | $70K | Hold |
1,575
| – | – | 0.02% | 219 |
|
|
2014
Q1 | $65K | Sell |
1,575
-450
| -22% | -$18.6K | 0.01% | 225 |
|
|
2013
Q4 | $77K | Sell |
2,025
-93
| -4% | -$3.54K | 0.02% | 215 |
|
|
2013
Q3 | $79K | Hold |
2,118
| – | – | 0.02% | 201 |
|
|
2013
Q2 | $80K | Buy |
+2,118
| New | +$80K | 0.02% | 188 |
|