Seven Springs Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,038
| Closed | -$66K | – | 145 |
|
|
2021
Q1 | $66K | Hold |
1,038
| – | – | 0.03% | 76 |
|
|
2020
Q4 | $65K | Sell |
1,038
-655
| -39% | -$41K | 0.03% | 73 |
|
|
2020
Q3 | $101K | Buy |
1,693
+132
| +8% | +$7.88K | 0.06% | 65 |
|
|
2020
Q2 | $88K | Buy |
1,561
+59
| +4% | +$3.33K | 0.06% | 64 |
|
|
2020
Q1 | $83K | Buy |
+1,502
| New | +$83K | 0.06% | 66 |
|