Lumina Fund Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $295K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $3.97M | Hold |
|
|||||
|
2017
Q4 | $4.13M | Hold |
|
|||||
|
2017
Q3 | $4.16M | Hold |
|
|||||
|
2017
Q2 | $4.08M | Hold |
|
|||||
|
2017
Q1 | $4.03M | Hold |
|
|||||
|
2016
Q4 | $3.81M | Hold |
|
|||||
|
2016
Q3 | $3.85M | Hold |
|
|||||
|
2016
Q2 | $4.12M | Hold |
|
|||||
|
2016
Q1 | $3.9M | Hold |
|
|||||
|
2015
Q4 | $3.4M | Hold |
|
|||||
|
2015
Q3 | $3.4M | Hold |
|
|||||
|
2015
Q2 | $3.25M | Hold |
|
|||||
|
2015
Q1 | $3.49M | Hold |
|
|||||
|
2014
Q4 | $3.71M | Hold |
|
|||||
|
2014
Q3 | $3.3M | Hold |
|
|||||
|
2014
Q2 | $3.47M | Sell |
|
|||||
|
2014
Q1 | $3.45M | Hold |
|
|||||
|
2013
Q4 | $3.16M | Hold |
|
|||||
|
2013
Q3 | $3.11M | Hold |
|
|||||
|
2013
Q2 | $3.13M | Buy |
|