Core 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-150
| Closed | -$9.85K | – | 248 |
|
|
2024
Q1 | $9.85K | Hold |
150
| – | – | ﹤0.01% | 191 |
|
|
2023
Q4 | $9.5K | Hold |
150
| – | – | ﹤0.01% | 188 |
|
|
2023
Q3 | $8.84K | Hold |
150
| – | – | ﹤0.01% | 168 |
|
|
2023
Q2 | $9.82K | Hold |
150
| – | – | ﹤0.01% | 158 |
|
|
2023
Q1 | $10.2K | Hold |
150
| – | – | ﹤0.01% | 148 |
|
|
2022
Q4 | $10.6K | Hold |
150
| – | – | ﹤0.01% | 154 |
|
|
2022
Q3 | $10K | Buy |
+150
| New | +$10K | 0.01% | 143 |
|