Johnson Midwest Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.03K | Buy |
35
+1
| +3% | +$58 | ﹤0.01% | 314 |
|
|
2023
Q2 | $2.24K | Hold |
34
| – | – | ﹤0.01% | 308 |
|
|
2023
Q1 | $2.3K | Hold |
34
| – | – | ﹤0.01% | 316 |
|
|
2022
Q4 | $2K | Sell |
34
-1,336
| -98% | -$78.6K | 0.01% | 338 |
|
|
2022
Q3 | $90 | Sell |
1,370
-1,384
| -50% | -$91 | 0.34% | 51 |
|
|
2022
Q2 | $193K | Buy |
2,754
+2,721
| +8,245% | +$191K | 0.26% | 34 |
|
|
2022
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 255 |
|
|
2021
Q4 | $2K | Buy |
33
+1
| +3% | +$61 | ﹤0.01% | 273 |
|
|
2021
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 281 |
|
|
2021
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 267 |
|
|
2021
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 247 |
|
|
2020
Q4 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 249 |
|