Loveless 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 | $4.26M | Buy |
60,799
+2,121
| +4% | +$149K | 2.79% | 3 |
|
|
2022
Q1 | $4.37M | Buy |
58,678
+394
| +0.7% | +$29.3K | 2.47% | 6 |
|
|
2021
Q4 | $4.17M | Buy |
58,284
+910
| +2% | +$65.1K | 2.29% | 6 |
|
|
2021
Q3 | $3.67M | Buy |
57,374
+1,865
| +3% | +$119K | 2.23% | 7 |
|
|
2021
Q2 | $3.51M | Buy |
55,509
+2,405
| +5% | +$152K | 2.13% | 8 |
|
|
2021
Q1 | $3.4M | Buy |
53,104
+1,745
| +3% | +$112K | 2.25% | 6 |
|
|
2020
Q4 | $3.22M | Buy |
51,359
+2,045
| +4% | +$128K | 2.37% | 7 |
|
|
2020
Q3 | $2.93M | Buy |
49,314
+3,325
| +7% | +$197K | 2.47% | 5 |
|
|
2020
Q2 | $2.6M | Buy |
45,989
+2,915
| +7% | +$164K | 2.42% | 3 |
|
|
2020
Q1 | $2.39M | Buy |
43,074
+3,473
| +9% | +$192K | 2.81% | 3 |
|
|
2019
Q4 | $2.53M | Buy |
+39,601
| New | +$2.53M | 2.18% | 5 |
|