Fiduciary Services Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $1.72M | Buy |
38,740
+2,151
| +6% | +$95.6K | 0.56% | 61 |
|
|
2014
Q4 | $1.73M | Buy |
36,589
+1,034
| +3% | +$48.8K | 0.6% | 58 |
|
|
2014
Q3 | $1.5M | Buy |
35,555
+305
| +0.9% | +$12.8K | 0.55% | 60 |
|
|
2014
Q2 | $1.56M | Buy |
35,250
+1,605
| +5% | +$71K | 0.59% | 58 |
|
|
2014
Q1 | $1.4M | Buy |
33,645
+1,510
| +5% | +$62.6K | 0.56% | 61 |
|
|
2013
Q4 | $1.22M | Buy |
32,135
+772
| +2% | +$29.3K | 0.49% | 64 |
|
|
2013
Q3 | $1.17M | Sell |
31,363
-1,065
| -3% | -$39.8K | 0.52% | 63 |
|
|
2013
Q2 | $1.22M | Buy |
+32,428
| New | +$1.22M | 0.54% | 57 |
|