Fieldpoint Private Securities’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $140K | Hold |
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|
2022
Q1 | $149K | Hold |
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|
2021
Q4 | $143K | Hold |
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|
2021
Q3 | $128K | Hold |
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|
2021
Q2 | $135K | Sell |
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|
2021
Q1 | $135K | Hold |
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|
2020
Q4 | $132K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $80K | Hold |
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|
2019
Q3 | $80K | Sell |
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|
2019
Q2 | $108K | Hold |
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|
2019
Q1 | $106K | Sell |
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|
2018
Q4 | $209K | Buy |
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