Latitude Advisors’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 | – | Sell |
-4,850
| Closed | -$392K | – | 204 |
|
|
2024
Q3 | $392K | Buy |
+4,850
| New | +$392K | 0.22% | 108 |
|
|
2023
Q1 | – | Sell |
-3,412
| Closed | -$241K | – | 181 |
|
|
2022
Q4 | $241K | Buy |
+3,412
| New | +$241K | 0.18% | 133 |
|
|
2022
Q2 | – | Sell |
-7,059
| Closed | -$526K | – | 327 |
|
|
2022
Q1 | $526K | Buy |
+7,059
| New | +$526K | 0.12% | 172 |
|