FundX Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,326
| Closed | -$344K | – | 73 |
|
|
2019
Q4 | $344K | Sell |
5,326
-34,353
| -87% | -$2.22M | 0.09% | 50 |
|
|
2019
Q3 | $2.57M | Sell |
39,679
-45,774
| -54% | -$2.96M | 0.91% | 16 |
|
|
2019
Q2 | $5.1M | Sell |
85,453
-4,234
| -5% | -$252K | 2.11% | 12 |
|
|
2019
Q1 | $5.22M | Buy |
89,687
+58,787
| +190% | +$3.42M | 1.77% | 18 |
|
|
2018
Q4 | $1.64M | Buy |
+30,900
| New | +$1.64M | 0.61% | 24 |
|
|
2016
Q3 | – | Sell |
-284,585
| Closed | -$14.9M | – | 58 |
|
|
2016
Q2 | $14.9M | Buy |
284,585
+9,865
| +4% | +$518K | 3.73% | 8 |
|
|
2016
Q1 | $13.6M | Buy |
+274,720
| New | +$13.6M | 3.39% | 11 |
|