Norwood Financial’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
Q1 | $18.4K | Hold |
280
| – | – | 0.03% | 212 |
|
|
2023
Q4 | $17.7K | Hold |
280
| – | – | 0.03% | 196 |
|
|
2023
Q3 | $16.5K | Hold |
280
| – | – | 0.03% | 198 |
|
|
2023
Q2 | $18.3K | Hold |
280
| – | – | 0.03% | 195 |
|
|
2023
Q1 | $19K | Buy |
280
+20
| +8% | +$1.35K | 0.03% | 185 |
|
|
2022
Q4 | $18.3K | Hold |
260
| – | – | 0.03% | 183 |
|
|
2022
Q3 | $17K | Hold |
260
| – | – | 0.03% | 186 |
|
|
2022
Q2 | $18K | Hold |
260
| – | – | 0.03% | 179 |
|
|
2022
Q1 | $19K | Hold |
260
| – | – | 0.03% | 182 |
|
|
2021
Q4 | $19K | Buy |
+260
| New | +$19K | 0.03% | 185 |
|