MFA Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-162
| Closed | -$13.1K | – | 405 |
|
|
2024
Q3 | $13.1K | Buy |
+162
| New | +$13.1K | ﹤0.01% | 305 |
|
|
2022
Q2 | – | Sell |
-3,315
| Closed | -$247K | – | 74 |
|
|
2022
Q1 | $247K | Hold |
3,315
| – | – | 0.08% | 60 |
|
|
2021
Q4 | $237K | Hold |
3,315
| – | – | 0.1% | 64 |
|
|
2021
Q3 | $212K | Hold |
3,315
| – | – | 0.1% | 60 |
|
|
2021
Q2 | $210K | Buy |
+3,315
| New | +$210K | 0.09% | 61 |
|