Kades & Cheifetz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $605K | Sell |
7,988
-182
| -2% | -$13.8K | 0.31% | 61 |
|
|
2024
Q3 | $660K | Buy |
8,170
+74
| +0.9% | +$5.98K | 0.38% | 53 |
|
|
2024
Q2 | $552K | Buy |
8,096
+184
| +2% | +$12.5K | 0.35% | 56 |
|
|
2024
Q1 | $519K | Buy |
7,912
+98
| +1% | +$6.43K | 0.33% | 54 |
|
|
2023
Q4 | $495K | Buy |
7,814
+918
| +13% | +$58.1K | 0.35% | 53 |
|
|
2023
Q3 | $406K | Sell |
6,896
-263
| -4% | -$15.5K | 0.32% | 55 |
|
|
2023
Q2 | $468K | Sell |
7,159
-63
| -0.9% | -$4.12K | 0.36% | 54 |
|
|
2023
Q1 | $489K | Buy |
7,222
+52
| +0.7% | +$3.52K | 0.39% | 52 |
|
|
2022
Q4 | $505K | Buy |
+7,170
| New | +$505K | 0.42% | 47 |
|