PrairieView Partners’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
Q3 | – | Sell |
-178
| Closed | -$11K | – | 483 |
|
|
2023
Q2 | $11K | Hold |
178
| – | – | ﹤0.01% | 315 |
|
|
2023
Q1 | $12K | Hold |
178
| – | – | ﹤0.01% | 295 |
|
|
2022
Q4 | $12K | Hold |
178
| – | – | ﹤0.01% | 308 |
|
|
2022
Q3 | $12K | Hold |
178
| – | – | ﹤0.01% | 295 |
|
|
2022
Q2 | $12K | Hold |
178
| – | – | ﹤0.01% | 313 |
|
|
2022
Q1 | $13K | Buy |
+178
| New | +$13K | ﹤0.01% | 307 |
|