Connective Portfolio Management’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 |
-1,100
| Closed | -$1.15M | – | 73 |
|
|
2024
Q3 | $1.15M | Buy |
+1,100
| New | +$1.15M | 2.03% | 21 |
|
|
2024
Q1 | – | Sell |
-20,000
| Closed | -$1.27M | – | 60 |
|
|
2023
Q4 | $1.27M | Buy |
+20,000
| New | +$1.27M | 2.58% | 14 |
|
|
2023
Q1 | – | Sell |
-25,000
| Closed | -$1.76M | – | 55 |
|
|
2022
Q4 | $1.76M | Buy |
+25,000
| New | +$1.76M | 3.76% | 6 |
|