DTIM
Danda Trouve Investment Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.64M | Sell |
40,290
-275
| -0.7% | -$18K | 4.88% | 10 |
|
|
2022
Q2 | $2.85M | Sell |
40,565
-176
| -0.4% | -$12.3K | 4.38% | 12 |
|
|
2022
Q1 | $3.03M | Buy |
+40,741
| New | +$3.03M | 3.8% | 11 |
|
|
2021
Q1 | – | Sell |
-31,598
| Closed | -$1.98M | – | 196 |
|
|
2020
Q4 | $1.98M | Sell |
31,598
-13,167
| -29% | -$825K | 2.42% | 14 |
|
|
2020
Q3 | $2.66M | Buy |
44,765
+7,010
| +19% | +$416K | 3.62% | 12 |
|
|
2020
Q2 | $2.13M | Buy |
37,755
+16,550
| +78% | +$934K | 3.22% | 12 |
|
|
2020
Q1 | $1.18M | Buy |
21,205
+1,461
| +7% | +$81K | 2.44% | 16 |
|
|
2019
Q4 | $1.28M | Buy |
+19,744
| New | +$1.28M | 1.84% | 19 |
|