SageView Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,764
| Closed | -$261K | – | 818 |
|
|
2024
Q1 | $261K | Sell |
2,764
-3,208
| -54% | -$303K | 0.01% | 448 |
|
|
2023
Q4 | $368K | Sell |
5,972
-9,760
| -62% | -$601K | 0.02% | 454 |
|
|
2023
Q3 | $927K | Sell |
15,732
-819
| -5% | -$48.3K | 0.05% | 219 |
|
|
2023
Q2 | $1.08M | Buy |
16,551
+10,409
| +169% | +$681K | 0.06% | 211 |
|
|
2023
Q1 | $416K | Buy |
+6,142
| New | +$416K | 0.03% | 335 |
|