Financial Synergies Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-171
| Closed | -$11.2K | – | 490 |
|
|
2024
Q1 | $11.2K | Hold |
171
| – | – | ﹤0.01% | 241 |
|
|
2023
Q4 | $12.1K | Hold |
171
| – | – | ﹤0.01% | 174 |
|
|
2023
Q3 | $10.1K | Hold |
171
| – | – | ﹤0.01% | 234 |
|
|
2023
Q2 | $11.2K | Hold |
171
| – | – | ﹤0.01% | 221 |
|
|
2023
Q1 | $11.6K | Hold |
171
| – | – | ﹤0.01% | 228 |
|
|
2022
Q4 | $12.1K | Hold |
171
| – | – | ﹤0.01% | 174 |
|
|
2022
Q3 | $11.2K | Hold |
171
| – | – | ﹤0.01% | 156 |
|
|
2022
Q2 | $12K | Buy |
+171
| New | +$12K | ﹤0.01% | 156 |
|