JCM
Julex Capital Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $3.24M | Sell |
49,988
-63,174
| -56% | -$4.09M | 7.63% | 5 |
|
|
2019
Q2 | $6.75M | Sell |
113,162
-134,385
| -54% | -$8.01M | 7.44% | 4 |
|
|
2019
Q1 | $14.4M | Sell |
247,547
-156,458
| -39% | -$9.1M | 12.47% | 1 |
|
|
2018
Q4 | $21.3M | Buy |
+404,005
| New | +$21.3M | 13.82% | 1 |
|