Lucia Wealth Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Lucia Wealth Services’s Portfolio XLU Stock Details XLU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$62K	Buy
2020 Q2	$45K	Hold
2020 Q1	$44K	Buy
2019 Q4	$19K	Hold
2019 Q3	$19K	Hold
2019 Q2	$18K	Hold
2019 Q1	$17K	Hold
2018 Q4	$16K	Hold
2018 Q3	$16K	Hold
2018 Q2	$16K	Buy
2018 Q1	$5K	Buy