Lucia Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $62K | Buy |
1,050
+250
| +31% | +$14.8K | 0.01% | 155 |
|
|
2020
Q2 | $45K | Hold |
800
| – | – | 0.01% | 160 |
|
|
2020
Q1 | $44K | Buy |
800
+500
| +167% | +$27.5K | 0.01% | 168 |
|
|
2019
Q4 | $19K | Hold |
300
| – | – | 0.01% | 170 |
|
|
2019
Q3 | $19K | Hold |
300
| – | – | 0.01% | 152 |
|
|
2019
Q2 | $18K | Hold |
300
| – | – | 0.01% | 159 |
|
|
2019
Q1 | $17K | Hold |
300
| – | – | 0.01% | 176 |
|
|
2018
Q4 | $16K | Hold |
300
| – | – | 0.01% | 156 |
|
|
2018
Q3 | $16K | Hold |
300
| – | – | 0.01% | 203 |
|
|
2018
Q2 | $16K | Buy |
300
+200
| +200% | +$10.7K | 0.01% | 188 |
|
|
2018
Q1 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 192 |
|