Mirabella Financial Services’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
Q3 | – | Sell |
-51,730
| Closed | -$3.52M | – | 464 |
|
2024
Q2 | $3.52M | Buy |
+51,730
| New | +$3.52M | 0.26% | 52 |
|
2023
Q2 | – | Sell |
-33,825
| Closed | -$2.29M | – | 676 |
|
2023
Q1 | $2.29M | Buy |
+33,825
| New | +$2.29M | 0.35% | 69 |
|
2022
Q3 | – | Sell |
-4,057
| Closed | -$285K | – | 577 |
|
2022
Q2 | $285K | Buy |
+4,057
| New | +$285K | 0.03% | 335 |
|
2021
Q4 | – | Sell |
-107,059
| Closed | -$6.84M | – | 630 |
|
2021
Q3 | $6.84M | Buy |
+107,059
| New | +$6.84M | 0.9% | 32 |
|