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Hamilton Point Investment Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Hamilton Point Investment Advisors’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,425
Closed -$90.4K – 159
2023
Q4 		$90.4K Hold
1,425
– – 0.02% 129
2023
Q3 		$84K Hold
1,425
– – 0.02% 123
2023
Q2 		$93.3K Hold
1,425
– – 0.02% 127
2023
Q1 		$96.5K Buy
+1,425
New +$96.5K 0.02% 121