HL Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.99M | Sell |
34,131
-5,217
| -13% | -$303K | 0.03% | 287 |
|
|
2018
Q4 | $2.08M | Buy |
+39,348
| New | +$2.08M | 0.04% | 264 |
|
|
2016
Q4 | – | Sell |
-133,605
| Closed | -$6.55M | – | 696 |
|
|
2016
Q3 | $6.55M | Sell |
133,605
-5,533
| -4% | -$271K | 0.15% | 89 |
|
|
2016
Q2 | $7.3M | Buy |
139,138
+1,045
| +0.8% | +$54.8K | 0.17% | 78 |
|
|
2016
Q1 | $6.85M | Buy |
+138,093
| New | +$6.85M | 0.17% | 80 |
|