Mid Atlantic Financial Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3.34M | Sell |
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|
2021
Q2 | $3.51M | Sell |
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|
2021
Q1 | $4.51M | Sell |
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|
2020
Q4 | $4.99M | Buy |
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|
2020
Q3 | $4.81M | Sell |
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|
2020
Q2 | $5.07M | Buy |
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|
2020
Q1 | $4.81M | Buy |
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|
2019
Q4 | $3.38M | Buy |
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|
2019
Q3 | $1.03M | Buy |
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|
2019
Q2 | $905K | Buy |
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|
2019
Q1 | $824K | Sell |
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|
2018
Q4 | $849K | Buy |
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