PWS
Precision Wealth Strategies’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-28,609
| Closed | -$2.02M | – | 120 |
|
|
2022
Q4 | $2.02M | Sell |
28,609
-5,930
| -17% | -$418K | 2.1% | 9 |
|
|
2022
Q3 | $2.21M | Buy |
34,539
+1,283
| +4% | +$81.9K | 1.94% | 8 |
|
|
2022
Q2 | $2.32M | Buy |
33,256
+4,505
| +16% | +$314K | 1.82% | 10 |
|
|
2022
Q1 | $2.14M | Buy |
28,751
+1,832
| +7% | +$136K | 1.27% | 11 |
|
|
2021
Q4 | $1.93M | Buy |
+26,919
| New | +$1.93M | 1.39% | 12 |
|