Price Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $12K | Hold |
203
| – | – | ﹤0.01% | 277 |
|
|
2020
Q2 | $11K | Sell |
203
-877
| -81% | -$47.5K | ﹤0.01% | 171 |
|
|
2020
Q1 | $60K | Sell |
1,080
-273
| -20% | -$15.2K | 0.02% | 96 |
|
|
2019
Q4 | $87K | Sell |
1,353
-808
| -37% | -$52K | 0.03% | 83 |
|
|
2019
Q3 | $140K | Buy |
2,161
+1,003
| +87% | +$65K | 0.05% | 75 |
|
|
2019
Q2 | $69K | Hold |
1,158
| – | – | 0.02% | 105 |
|
|
2019
Q1 | $67K | Buy |
1,158
+424
| +58% | +$24.5K | 0.03% | 81 |
|
|
2018
Q4 | $39K | Buy |
734
+75
| +11% | +$3.99K | 0.02% | 95 |
|
|
2018
Q3 | $35K | Hold |
659
| – | – | 0.01% | 97 |
|
|
2018
Q2 | $34K | Hold |
659
| – | – | 0.01% | 148 |
|
|
2018
Q1 | $33K | Buy |
+659
| New | +$33K | 0.02% | 90 |
|