RE Dickinson Investment Advisors’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
2022
Q3
Sell
-19
Closed -$1 296
2022
Q2
$1 Sell
19
-59
-76% -$3 ﹤0.01% 279
2022
Q1
$6K Sell
78
-382
-83% -$29.4K ﹤0.01% 207
2021
Q4
$33K Buy
+460
New +$33K 0.03% 107