Retirement Income Solutions’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 |
-3,132
| Closed | -$205K | – | 144 |
|
|
2023
Q2 | $205K | Buy |
+3,132
| New | +$205K | 0.05% | 133 |
|
|
2023
Q1 | – | Sell |
-4,951
| Closed | -$349K | – | 140 |
|
|
2022
Q4 | $349K | Sell |
4,951
-7,918
| -62% | -$558K | 0.11% | 87 |
|
|
2022
Q3 | $860K | Hold |
12,869
| – | – | 0.31% | 40 |
|
|
2022
Q2 | $903K | Buy |
12,869
+5,092
| +65% | +$357K | 0.32% | 38 |
|
|
2022
Q1 | $579K | Buy |
7,777
+2,488
| +47% | +$185K | 0.16% | 56 |
|
|
2021
Q4 | $379K | Buy |
+5,289
| New | +$379K | 0.1% | 80 |
|