HC Financial Advisors’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 | $3K | Hold |
40
| – | – | ﹤0.01% | 304 |
|
|
2022
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 289 |
|
|
2021
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 300 |
|
|
2021
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 295 |
|
|
2021
Q2 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 310 |
|
|
2020
Q4 | – | Sell |
-556
| Closed | -$33K | – | 406 |
|
|
2020
Q3 | $33K | Hold |
556
| – | – | 0.02% | 150 |
|
|
2020
Q2 | $31K | Hold |
556
| – | – | 0.02% | 146 |
|
|
2020
Q1 | $31K | Buy |
+556
| New | +$31K | 0.03% | 140 |
|