Lloyd Advisory Services’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 | – | Sell |
-132
| Closed | -$10K | – | 599 |
|
|
2022
Q1 | $10K | Buy |
132
+66
| +100% | +$5K | ﹤0.01% | 399 |
|
|
2021
Q4 | $5K | Hold |
66
| – | – | ﹤0.01% | 353 |
|
|
2021
Q3 | $4K | Hold |
66
| – | – | ﹤0.01% | 326 |
|
|
2021
Q2 | $4K | Buy |
66
+12
| +22% | +$727 | ﹤0.01% | 335 |
|
|
2021
Q1 | $3K | Hold |
54
| – | – | ﹤0.01% | 328 |
|
|
2020
Q4 | $3K | Hold |
54
| – | – | ﹤0.01% | 303 |
|
|
2020
Q3 | $3K | Buy |
+54
| New | +$3K | ﹤0.01% | 276 |
|