Firestone Capital 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
Q4 | – | Sell |
-385
| Closed | -$24K | – | 459 |
|
2021
Q3 | $24K | Hold |
385
| – | – | 0.01% | 294 |
|
2021
Q2 | $24K | Hold |
385
| – | – | 0.01% | 286 |
|
2021
Q1 | $25K | Hold |
385
| – | – | 0.01% | 287 |
|
2020
Q4 | $24K | Hold |
385
| – | – | 0.01% | 287 |
|
2020
Q3 | $23K | Hold |
385
| – | – | 0.01% | 251 |
|
2020
Q2 | $22K | Hold |
385
| – | – | 0.01% | 254 |
|
2020
Q1 | $21K | Hold |
385
| – | – | 0.01% | 246 |
|
2019
Q4 | $25K | Buy |
+385
| New | +$25K | 0.01% | 277 |
|