Laurel Wealth Planning’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
Q1 | – | Sell |
-175
| Closed | -$12.3K | – | 211 |
|
|
2022
Q4 | $12.3K | Hold |
175
| – | – | 0.01% | 153 |
|
|
2022
Q3 | $11K | Hold |
175
| – | – | 0.01% | 157 |
|
|
2022
Q2 | $12K | Hold |
175
| – | – | 0.01% | 159 |
|
|
2022
Q1 | $13K | Hold |
175
| – | – | 0.01% | 183 |
|
|
2021
Q4 | $13K | Hold |
175
| – | – | 0.01% | 136 |
|
|
2021
Q3 | $11K | Buy |
+175
| New | +$11K | 0.01% | 141 |
|