Personal Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $953K | Buy |
13,513
+8,382
| +163% | +$591K | ﹤0.01% | 242 |
|
|
2022
Q3 | $336K | Sell |
5,131
-22
| -0.4% | -$1.44K | ﹤0.01% | 338 |
|
|
2022
Q2 | $361K | Sell |
5,153
-579
| -10% | -$40.6K | ﹤0.01% | 315 |
|
|
2022
Q1 | $427K | Sell |
5,732
-1,992
| -26% | -$148K | ﹤0.01% | 330 |
|
|
2021
Q4 | $607K | Sell |
7,724
-4,571
| -37% | -$359K | ﹤0.01% | 307 |
|
|
2021
Q3 | $785K | Buy |
12,295
+4,205
| +52% | +$268K | ﹤0.01% | 268 |
|
|
2021
Q2 | $512K | Buy |
8,090
+1,259
| +18% | +$79.7K | ﹤0.01% | 305 |
|
|
2021
Q1 | $437K | Sell |
6,831
-665
| -9% | -$42.5K | ﹤0.01% | 325 |
|
|
2020
Q4 | $470K | Sell |
7,496
-271,715
| -97% | -$17M | ﹤0.01% | 309 |
|
|
2020
Q3 | $16.6M | Buy |
279,211
+275,221
| +6,898% | +$16.3M | 0.12% | 116 |
|
|
2020
Q2 | $225K | Buy |
3,990
+1,800
| +82% | +$102K | ﹤0.01% | 331 |
|
|
2020
Q1 | $6.37M | Buy |
+2,190
| New | +$6.37M | 0.06% | 144 |
|