Newton One Investments’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 |
-144
| Closed | -$10.2K | – | 119 |
|
|
2022
Q4 | $10.2K | Sell |
144
-143
| -50% | -$10.1K | 0.01% | 94 |
|
|
2022
Q3 | $19K | Hold |
287
| – | – | 0.01% | 83 |
|
|
2022
Q2 | $20K | Hold |
287
| – | – | 0.01% | 86 |
|
|
2022
Q1 | $21K | Hold |
287
| – | – | 0.02% | 91 |
|
|
2021
Q4 | $21K | Hold |
287
| – | – | 0.01% | 91 |
|
|
2021
Q3 | $18K | Hold |
287
| – | – | 0.01% | 97 |
|
|
2021
Q2 | $18K | Buy |
+287
| New | +$18K | 0.01% | 95 |
|