SageGuard Financial Group’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
2021
Q3
Sell
-28,189
Closed -$1.78M 132
2021
Q2
$1.78M Buy
28,189
+419
+2% +$26.5K 0.81% 31
2021
Q1
$1.78M Buy
27,770
+825
+3% +$52.9K 0.83% 32
2020
Q4
$1.69M Buy
+26,945
New +$1.69M 0.81% 30