Financial Gravity Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $17.7K | Buy |
+225
| New | +$17.7K | ﹤0.01% | 495 |
|
|
2024
Q2 | $52.9K | Sell |
777
-26
| -3% | -$1.77K | 0.01% | 263 |
|
|
2024
Q1 | $52.7K | Sell |
803
-183
| -19% | -$12K | 0.01% | 375 |
|
|
2023
Q4 | $59.9K | Buy |
986
+419
| +74% | +$25.5K | ﹤0.01% | 570 |
|
|
2023
Q3 | $33.5K | Buy |
567
+502
| +772% | +$29.7K | ﹤0.01% | 514 |
|
|
2023
Q2 | $16.4K | Sell |
65
-38
| -37% | -$9.58K | 0.04% | 170 |
|
|
2023
Q1 | $25.2K | Buy |
+103
| New | +$25.2K | 0.78% | 29 |
|
|
2022
Q4 | – | Sell |
-198
| Closed | -$2.56K | – | 1544 |
|
|
2022
Q3 | $2.56K | Sell |
198
-1,272
| -87% | -$16.5K | 0.09% | 235 |
|
|
2022
Q2 | $15.1K | Buy |
1,470
+1,248
| +562% | +$12.8K | 0.47% | 41 |
|
|
2022
Q1 | $2.91K | Buy |
222
+6
| +3% | +$79 | 0.08% | 213 |
|
|
2021
Q4 | $2.8K | Buy |
216
+177
| +454% | +$2.3K | 0.06% | 291 |
|
|
2021
Q3 | $64K | Hold |
39
| – | – | 0.03% | 479 |
|
|
2021
Q2 | $63K | Sell |
39
-283
| -88% | -$457K | 0.02% | 492 |
|
|
2021
Q1 | $2.52K | Sell |
322
-85
| -21% | -$666 | 0.05% | 224 |
|
|
2020
Q4 | $26K | Buy |
+407
| New | +$26K | 0.02% | 118 |
|
|
2020
Q2 | – | Sell |
-326
| Closed | -$2.4K | – | 956 |
|
|
2020
Q1 | $2.4K | Sell |
326
-3,352
| -91% | -$24.7K | 0.01% | 379 |
|
|
2019
Q4 | $83K | Buy |
3,678
+3,663
| +24,420% | +$82.7K | 0.06% | 411 |
|
|
2019
Q3 | $1K | Sell |
15
-44
| -75% | -$2.93K | ﹤0.01% | 1132 |
|
|
2019
Q2 | $4K | Buy |
+59
| New | +$4K | ﹤0.01% | 754 |
|