Selective Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,033
| Closed | -$68K | – | 748 |
|
|
2022
Q3 | $68K | Buy |
1,033
+102
| +11% | +$6.71K | 0.03% | 257 |
|
|
2022
Q2 | $65K | Buy |
931
+431
| +86% | +$30.1K | 0.02% | 281 |
|
|
2022
Q1 | $37K | Hold |
500
| – | – | 0.01% | 354 |
|
|
2021
Q4 | $36K | Hold |
500
| – | – | 0.01% | 325 |
|
|
2021
Q3 | $32K | Buy |
500
+400
| +400% | +$25.6K | 0.02% | 319 |
|
|
2021
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 395 |
|
|
2021
Q1 | $6K | Sell |
100
-267
| -73% | -$16K | 0.01% | 303 |
|
|
2020
Q4 | $23K | Buy |
+367
| New | +$23K | 0.01% | 174 |
|