National Wealth Management Group’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
Q2 | – | Sell |
-6,607
| Closed | -$456K | – | 175 |
|
|
2023
Q1 | $456K | Sell |
6,607
-853
| -11% | -$58.9K | 0.52% | 52 |
|
|
2022
Q4 | $526K | Sell |
7,460
-74
| -1% | -$5.22K | 0.63% | 43 |
|
|
2022
Q3 | $494K | Buy |
7,534
+1,523
| +25% | +$99.8K | 0.64% | 40 |
|
|
2022
Q2 | $422K | Buy |
6,011
+3,086
| +106% | +$216K | 0.53% | 51 |
|
|
2022
Q1 | $218K | Buy |
+2,925
| New | +$218K | 0.21% | 100 |
|