Filbrandt Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $64K | Hold |
1,000
| – | – | 0.04% | 80 |
|
|
2021
Q2 | $63K | Hold |
1,000
| – | – | 0.04% | 81 |
|
|
2021
Q1 | $64K | Hold |
1,000
| – | – | 0.04% | 77 |
|
|
2020
Q4 | $63K | Hold |
1,000
| – | – | 0.04% | 74 |
|
|
2020
Q3 | $59K | Hold |
1,000
| – | – | 0.05% | 77 |
|
|
2020
Q2 | $56K | Hold |
1,000
| – | – | 0.04% | 108 |
|
|
2020
Q1 | $55K | Hold |
1,000
| – | – | 0.06% | 66 |
|
|
2019
Q4 | $64K | Buy |
+1,000
| New | +$64K | 0.06% | 71 |
|