Semmax Financial Advisors’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
Q1 | – | Sell |
-3
| Closed | – | – | 311 |
|
|
2021
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 290 |
|
|
2021
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 279 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 292 |
|
|
2021
Q1 | $0 | Sell |
3
-64
| -96% | – | ﹤0.01% | 300 |
|
|
2020
Q4 | $4K | Buy |
67
+64
| +2,133% | +$3.82K | ﹤0.01% | 192 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 293 |
|
|
2020
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 313 |
|
|
2020
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 331 |
|
|
2019
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 307 |
|
|
2019
Q3 | $0 | Sell |
3
-55
| -95% | – | ﹤0.01% | 360 |
|
|
2019
Q2 | $3K | Sell |
58
-2,850
| -98% | -$147K | ﹤0.01% | 274 |
|
|
2019
Q1 | $169K | Sell |
2,908
-3,773
| -56% | -$219K | 0.12% | 137 |
|
|
2018
Q4 | $354K | Buy |
+6,681
| New | +$354K | 0.28% | 81 |
|