San Francisco Sentry Investment Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $88K | Sell |
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|
2021
Q1 | $116K | Sell |
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|
2020
Q4 | $170K | Sell |
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|
2020
Q3 | $586K | Buy |
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|
2020
Q2 | $546K | Sell |
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|
2020
Q1 | $3.3M | Buy |
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|
2019
Q4 | $3.62M | Buy |
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|
2019
Q3 | $3.63M | Buy |
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|
2019
Q2 | $3.26M | Buy |
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|
2019
Q1 | $1.92M | Buy |
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|
2018
Q4 | $419K | Buy |
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|
2018
Q3 | $237K | Buy |
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|
2018
Q2 | $78K | Hold |
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|
2018
Q1 | $76K | Buy |
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|
2017
Q4 | $53K | Hold |
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|
2017
Q3 | $53K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $2K | Buy |
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