MinichMacGregor Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-249
| Closed | -$17.6K | – | 673 |
|
|
2022
Q4 | $17.6K | Buy |
+249
| New | +$17.6K | 0.01% | 337 |
|
|
2019
Q1 | – | Sell |
-24,050
| Closed | -$1.28M | – | 123 |
|
|
2018
Q4 | $1.28M | Buy |
24,050
+23,850
| +11,925% | +$1.27M | 0.87% | 45 |
|
|
2018
Q3 | $10K | Hold |
200
| – | – | 0.01% | 318 |
|
|
2018
Q2 | $10K | Hold |
200
| – | – | 0.01% | 308 |
|
|
2018
Q1 | $10K | Hold |
200
| – | – | 0.01% | 310 |
|
|
2017
Q4 | $10K | Hold |
200
| – | – | 0.01% | 309 |
|
|
2017
Q3 | $10K | Hold |
200
| – | – | 0.01% | 290 |
|
|
2017
Q2 | $10K | Hold |
200
| – | – | 0.01% | 278 |
|
|
2017
Q1 | $10K | Hold |
200
| – | – | 0.01% | 280 |
|
|
2016
Q4 | $9K | Hold |
200
| – | – | 0.01% | 279 |
|
|
2016
Q3 | $9K | Hold |
200
| – | – | 0.01% | 286 |
|
|
2016
Q2 | $10K | Hold |
200
| – | – | 0.01% | 261 |
|
|
2016
Q1 | $9K | Hold |
200
| – | – | 0.01% | 269 |
|
|
2015
Q4 | $8K | Buy |
+200
| New | +$8K | 0.01% | 259 |
|