Integer Wealth Advisors Group’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $553K | Sell |
8,536
-538
| -6% | -$34.9K | 0.3% | 48 |
|
|
2020
Q4 | $568K | Sell |
9,074
-3,521
| -28% | -$220K | 0.37% | 45 |
|
|
2020
Q3 | $748K | Sell |
12,595
-1,294
| -9% | -$76.8K | 0.69% | 31 |
|
|
2020
Q2 | $788K | Sell |
13,889
-508
| -4% | -$28.8K | 0.81% | 27 |
|
|
2020
Q1 | $809K | Buy |
14,397
+1,394
| +11% | +$78.3K | 0.92% | 26 |
|
|
2019
Q4 | $891K | Buy |
+13,003
| New | +$891K | 0.88% | 30 |
|