DB Wealth Management Group’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.32K | Hold |
84
| – | – | ﹤0.01% | 310 |
|
|
2023
Q3 | $4.95K | Sell |
84
-158
| -65% | -$9.31K | ﹤0.01% | 309 |
|
|
2023
Q2 | $15.8K | Hold |
242
| – | – | 0.01% | 248 |
|
|
2023
Q1 | $16.4K | Buy |
242
+84
| +53% | +$5.69K | 0.01% | 244 |
|
|
2022
Q4 | $11.1K | Hold |
158
| – | – | 0.01% | 269 |
|
|
2022
Q3 | $10K | Hold |
158
| – | – | 0.01% | 290 |
|
|
2022
Q2 | $11K | Buy |
+158
| New | +$11K | 0.01% | 285 |
|