Lake Point Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $10K | Buy |
141
+26
| +23% | +$1.84K | 0.01% | 158 |
|
|
2022
Q1 | $9K | Hold |
115
| – | – | ﹤0.01% | 183 |
|
|
2021
Q4 | $8K | Hold |
115
| – | – | ﹤0.01% | 208 |
|
|
2021
Q3 | $7K | Hold |
115
| – | – | ﹤0.01% | 214 |
|
|
2021
Q2 | $7K | Buy |
+115
| New | +$7K | ﹤0.01% | 223 |
|
|
2020
Q1 | $6K | Hold |
115
| – | – | 0.01% | 153 |
|
|
2019
Q4 | $7K | Buy |
+115
| New | +$7K | ﹤0.01% | 322 |
|
|
2019
Q2 | $8K | Hold |
136
| – | – | ﹤0.01% | 369 |
|
|
2019
Q1 | $8K | Buy |
136
+21
| +18% | +$1.24K | ﹤0.01% | 369 |
|
|
2018
Q4 | $6K | Buy |
+115
| New | +$6K | ﹤0.01% | 537 |
|