Raab & Moskowitz Asset Management’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
Q1 | – | Sell |
-624
| Closed | -$40K | – | 525 |
|
|
2019
Q4 | $40K | Buy |
+624
| New | +$40K | 0.02% | 278 |
|
|
2018
Q4 | – | Sell |
-584
| Closed | -$30K | – | 517 |
|
|
2018
Q3 | $30K | Buy |
+584
| New | +$30K | 0.01% | 306 |
|
|
2015
Q1 | – | Sell |
-237
| Closed | -$11K | – | 383 |
|
|
2014
Q4 | $11K | Buy |
+237
| New | +$11K | 0.01% | 320 |
|