New Potomac Partners’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
$16.2K Buy
+200
New +$16.2K 0.01% 142
2020
Q4
Sell
-200
Closed -$12K 121
2020
Q3
$12K Hold
200
0.01% 115
2020
Q2
$11K Hold
200
0.01% 122
2020
Q1
$11K Hold
200
0.01% 118
2019
Q4
$13K Hold
200
0.01% 122
2019
Q3
$13K Hold
200
0.01% 125
2019
Q2
$12K Hold
200
0.01% 128
2019
Q1
$12K Hold
200
0.01% 127
2018
Q4
$11K Hold
200
0.01% 139
2018
Q3
$11K Hold
200
0.01% 136
2018
Q2
$10K Hold
200
0.01% 133
2018
Q1
$10K Hold
200
0.01% 135
2017
Q4
$11K Buy
+200
New +$11K 0.01% 133