Gary Goldberg Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $154K | Sell |
3,261
-810
| -20% | -$38.3K | 0.06% | 117 |
|
|
2014
Q3 | $171K | Sell |
4,071
-282
| -6% | -$11.8K | 0.07% | 121 |
|
|
2014
Q2 | $193K | Sell |
4,353
-193
| -4% | -$8.56K | 0.08% | 118 |
|
|
2014
Q1 | $188K | Buy |
4,546
+603
| +15% | +$24.9K | 0.09% | 108 |
|
|
2013
Q4 | $150K | Buy |
3,943
+23
| +0.6% | +$875 | 0.09% | 106 |
|
|
2013
Q3 | $146K | Sell |
3,920
-208
| -5% | -$7.75K | 0.09% | 108 |
|
|
2013
Q2 | $155K | Buy |
+4,128
| New | +$155K | 0.1% | 90 |
|