RCYC
Richard C. Young & Co’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 |
-57,886
| Closed | -$4.08M | – | 77 |
|
|
2022
Q4 | $4.08M | Buy |
+57,886
| New | +$4.08M | 0.54% | 62 |
|
|
2022
Q1 | – | Sell |
-43,719
| Closed | -$3.13M | – | 80 |
|
|
2021
Q4 | $3.13M | Buy |
+43,719
| New | +$3.13M | 0.39% | 62 |
|
|
2013
Q4 | – | Sell |
-10,335
| Closed | -$386K | – | 68 |
|
|
2013
Q3 | $386K | Buy |
10,335
+152
| +1% | +$5.68K | 0.09% | 60 |
|
|
2013
Q2 | $383K | Buy |
+10,183
| New | +$383K | 0.1% | 57 |
|