Hobart Private Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-8,205
| Closed | -$487K | – | 160 |
|
|
2020
Q3 | $487K | Buy |
+8,205
| New | +$487K | 0.25% | 82 |
|
|
2020
Q2 | – | Sell |
-11,224
| Closed | -$622K | – | 174 |
|
|
2020
Q1 | $622K | Buy |
+11,224
| New | +$622K | 0.43% | 60 |
|
|
2019
Q1 | – | Sell |
-5,986
| Closed | -$317K | – | 171 |
|
|
2018
Q4 | $317K | Buy |
+5,986
| New | +$317K | 0.27% | 88 |
|