Parisi Gray Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-330
| Closed | -$21K | – | 572 |
|
|
2021
Q2 | $21K | Buy |
+330
| New | +$21K | 0.01% | 373 |
|
|
2019
Q2 | – | Sell |
-320
| Closed | -$19K | – | 475 |
|
|
2019
Q1 | $19K | Hold |
320
| – | – | 0.01% | 316 |
|
|
2018
Q4 | $17K | Hold |
320
| – | – | 0.01% | 333 |
|
|
2018
Q3 | $17K | Hold |
320
| – | – | 0.01% | 353 |
|
|
2018
Q2 | $17K | Sell |
320
-40
| -11% | -$2.13K | 0.01% | 356 |
|
|
2018
Q1 | $18K | Sell |
360
-243
| -40% | -$12.2K | 0.01% | 362 |
|
|
2017
Q4 | $31K | Buy |
+603
| New | +$31K | 0.02% | 288 |
|