Evergreen Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,583
| Closed | -$213K | – | 470 |
|
|
2020
Q3 | $213K | Hold |
3,583
| – | – | 0.01% | 383 |
|
|
2020
Q2 | $202K | Buy |
+3,583
| New | +$202K | 0.02% | 365 |
|
|
2020
Q1 | – | Sell |
-3,583
| Closed | -$232K | – | 492 |
|
|
2019
Q4 | $232K | Hold |
3,583
| – | – | 0.02% | 406 |
|
|
2019
Q3 | $232K | Hold |
3,583
| – | – | 0.02% | 361 |
|
|
2019
Q2 | $214K | Buy |
+3,583
| New | +$214K | 0.02% | 380 |
|