Harvest Group Wealth 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
2022
Q2
Hold
0
226
2022
Q1
Hold
0
170
2020
Q2
Sell
-77
Closed -$4K 901
2020
Q1
$4K Hold
77
﹤0.01% 277
2019
Q4
$4K Hold
77
﹤0.01% 466
2019
Q3
$5K Buy
+77
New +$5K 0.01% 435