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Schnieders Capital Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,985
Closed -$222K 199
2022
Q1
$222K Hold
2,985
0.05% 186
2021
Q4
$214K Sell
2,985
-150
-5% -$10.8K 0.05% 194
2021
Q3
$200K Buy
+3,135
New +$200K 0.05% 186