Sebold Capital Management’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
Q4 | – | Sell |
-2,513
| Closed | -$203K | – | 74 |
|
|
2024
Q3 | $203K | Buy |
+2,513
| New | +$203K | 0.13% | 68 |
|
|
2024
Q2 | – | Sell |
-3,472
| Closed | -$228K | – | 75 |
|
|
2024
Q1 | $228K | Hold |
3,472
| – | – | 0.15% | 70 |
|
|
2023
Q4 | $220K | Sell |
3,472
-186
| -5% | -$11.8K | 0.16% | 66 |
|
|
2023
Q3 | $216K | Buy |
3,658
+51
| +1% | +$3.01K | 0.18% | 63 |
|
|
2023
Q2 | $236K | Sell |
3,607
-146
| -4% | -$9.55K | 0.19% | 61 |
|
|
2023
Q1 | $254K | Sell |
3,753
-1,653
| -31% | -$112K | 0.2% | 59 |
|
|
2022
Q4 | $381K | Buy |
+5,406
| New | +$381K | 0.31% | 46 |
|