CT Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $89.3K | Buy |
1,740
+6
| +0.3% | +$308 | 0.06% | 212 |
|
|
2016
Q4 | $84.2K | Buy |
1,734
+7
| +0.4% | +$340 | 0.05% | 216 |
|
|
2016
Q3 | $84.6K | Buy |
1,727
+6
| +0.3% | +$294 | 0.05% | 214 |
|
|
2016
Q2 | $90.3K | Buy |
1,721
+6
| +0.3% | +$315 | 0.06% | 203 |
|
|
2016
Q1 | $85.1K | Buy |
1,715
+6
| +0.4% | +$298 | 0.05% | 226 |
|
|
2015
Q4 | $74K | Buy |
1,709
+8
| +0.5% | +$346 | 0.04% | 248 |
|
|
2015
Q3 | $73.7K | Buy |
1,701
+7
| +0.4% | +$303 | 0.05% | 247 |
|
|
2015
Q2 | $70.3K | Buy |
1,694
+6
| +0.4% | +$249 | 0.04% | 264 |
|
|
2015
Q1 | $75K | Buy |
1,688
+7
| +0.4% | +$311 | 0.04% | 261 |
|
|
2014
Q4 | $79.4K | Buy |
+1,681
| New | +$79.4K | 0.06% | 192 |
|
|
2014
Q1 | $75K | Buy |
+1,688
| New | +$75K | 0.04% | 261 |
|