Heritage Wealth Management (Arizona)’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
Q4 | $280K | Buy |
3,974
+2,864
| +258% | +$202K | 0.04% | 300 |
|
|
2022
Q3 | $73K | Buy |
1,110
+833
| +301% | +$54.8K | 0.02% | 359 |
|
|
2022
Q2 | $19.4K | Hold |
277
| – | – | 0.01% | 545 |
|
|
2022
Q1 | $21K | Buy |
+277
| New | +$21K | 0.01% | 596 |
|
|
2021
Q3 | $3K | Hold |
43
| – | – | ﹤0.01% | 799 |
|
|
2021
Q2 | $3K | Buy |
+43
| New | +$3K | ﹤0.01% | 822 |
|