DPA
Delphi Private Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $34K | Buy |
+567
| New | +$34K | 0.17% | 22 |
|
|
2019
Q1 | – | Sell |
-77
| Closed | -$4K | – | 47 |
|
|
2018
Q4 | $4K | Hold |
77
| – | – | 0.02% | 38 |
|
|
2018
Q3 | $4K | Hold |
77
| – | – | 0.01% | 67 |
|
|
2018
Q2 | $4K | Hold |
77
| – | – | 0.01% | 76 |
|
|
2018
Q1 | $4K | Sell |
77
-8
| -9% | -$416 | 0.02% | 72 |
|
|
2017
Q4 | $4K | Hold |
85
| – | – | 0.01% | 121 |
|
|
2017
Q3 | $5K | Hold |
85
| – | – | 0.01% | 71 |
|
|
2017
Q2 | $4K | Hold |
85
| – | – | 0.01% | 103 |
|
|
2017
Q1 | $4K | Sell |
85
-29
| -25% | -$1.37K | 0.01% | 85 |
|
|
2016
Q4 | $6K | Buy |
+114
| New | +$6K | 0.01% | 128 |
|