Piershale Financial Group’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
Q2 | – | Sell |
-125
| Closed | -$8.46K | – | 302 |
|
|
2023
Q1 | $8.46K | Hold |
125
| – | – | 0.01% | 123 |
|
|
2022
Q4 | $8.81K | Buy |
+125
| New | +$8.81K | 0.01% | 120 |
|
|
2016
Q3 | – | Sell |
-449
| Closed | -$24K | – | 174 |
|
|
2016
Q2 | $24K | Sell |
449
-500
| -53% | -$26.7K | 0.02% | 59 |
|
|
2016
Q1 | $47K | Buy |
949
+686
| +261% | +$34K | 0.03% | 31 |
|
|
2015
Q4 | $11K | Buy |
+263
| New | +$11K | 0.01% | 117 |
|
|
2015
Q1 | – | Sell |
-211
| Closed | -$10K | – | 179 |
|
|
2014
Q4 | $10K | Buy |
+211
| New | +$10K | 0.01% | 106 |
|
|
2014
Q3 | – | Sell |
-161
| Closed | -$7K | – | 194 |
|
|
2014
Q2 | $7K | Buy |
+161
| New | +$7K | 0.01% | 110 |
|