IRON Financial’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $266K | Buy |
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|
2020
Q3 | $252K | Buy |
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|
2020
Q2 | $239K | Buy |
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|
2020
Q1 | $234K | Buy |
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|
2019
Q4 | $273K | Buy |
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|
2019
Q3 | $267K | Sell |
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|
2019
Q2 | $263K | Sell |
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|
2019
Q1 | $303K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $463K | Buy |
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|
2018
Q1 | $446K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $3.69M | Buy |
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