Niemann Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-32,514
| Closed | -$2.1M | – | 64 |
|
|
2019
Q4 | $2.1M | Buy |
+32,514
| New | +$2.1M | 1.69% | 27 |
|
|
2017
Q3 | – | Sell |
-312,043
| Closed | -$16.2M | – | 24 |
|
|
2017
Q2 | $16.2M | Sell |
312,043
-75,605
| -20% | -$3.93M | 10.55% | 5 |
|
|
2017
Q1 | $19.9M | Buy |
+387,648
| New | +$19.9M | 13.99% | 4 |
|
|
2015
Q1 | – | Sell |
-285,317
| Closed | -$13.5M | – | 28 |
|
|
2014
Q4 | $13.5M | Buy |
+285,317
| New | +$13.5M | 9.58% | 4 |
|
|
2014
Q3 | – | Sell |
-313,891
| Closed | -$13.9M | – | 33 |
|
|
2014
Q2 | $13.9M | Buy |
+313,891
| New | +$13.9M | 9.5% | 4 |
|