FinTrust Capital Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $53.7K | Buy |
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|
2024
Q2 | $45.3K | Buy |
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2024
Q1 | $41.1K | Buy |
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|
2023
Q4 | $22.1K | Buy |
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|
2023
Q3 | $19.6K | Sell |
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|
2023
Q2 | $30.3K | Hold |
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|
2023
Q1 | $30.3K | Hold |
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|
2022
Q4 | $30.3K | Hold |
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|
2022
Q3 | $28K | Hold |
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|
2022
Q2 | $30K | Buy |
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|
2022
Q1 | $22K | Hold |
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|
2021
Q4 | $21K | Hold |
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|
2021
Q3 | $19K | Sell |
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|
2021
Q2 | $31K | Hold |
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|
2021
Q1 | $31K | Hold |
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|
2020
Q4 | $31K | Hold |
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|
2020
Q3 | $29 | Hold |
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|
2020
Q2 | $28K | Hold |
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|
2020
Q1 | $27K | Hold |
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|
2019
Q4 | $32K | Sell |
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|
2019
Q3 | $38K | Hold |
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|
2019
Q2 | $35K | Sell |
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|
2019
Q1 | $46K | Hold |
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|
2018
Q4 | $42K | Buy |
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