GBWM
Granite Bay Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,638,482
| Closed | -$99.2M | – | 298 |
|
|
2023
Q4 | $99.2M | Sell |
1,638,482
-1,557,337
| -49% | -$94.3M | 0.89% | 23 |
|
|
2023
Q3 | $206M | Buy |
3,195,819
+3,135,308
| +5,181% | +$202M | 2.02% | 13 |
|
|
2023
Q2 | $3.96M | Sell |
60,511
-678
| -1% | -$44.4K | 3.69% | 7 |
|
|
2023
Q1 | $4.14M | Buy |
61,189
+8,989
| +17% | +$608K | 2.89% | 8 |
|
|
2022
Q4 | $3.68M | Buy |
+52,200
| New | +$3.68M | 2.4% | 10 |
|