Newfound Research’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $394K | Sell |
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2022
Q2 | $479K | Sell |
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|
2022
Q1 | $721K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $855K | Sell |
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|
2019
Q4 | $3.65M | Sell |
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|
2019
Q3 | $3.7M | Sell |
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|
2019
Q2 | $3.57M | Sell |
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|
2019
Q1 | $5.55M | Sell |
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|
2018
Q4 | $5.72M | Buy |
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|
2018
Q3 | $3.91M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2.52M | Hold |
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|
2017
Q3 | $2.54M | Hold |
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|
2017
Q2 | $2.49M | Buy |
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|
2017
Q1 | $1.96M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.35M | Sell |
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|
2016
Q2 | $2.17M | Sell |
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|
2016
Q1 | $3.25M | Buy |
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