Shine Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $251K | Hold |
4,232
| – | – | 0.09% | 118 |
|
|
2020
Q2 | $239K | Sell |
4,232
-2,200
| -34% | -$124K | 0.09% | 110 |
|
|
2020
Q1 | $356K | Hold |
6,432
| – | – | 0.17% | 74 |
|
|
2019
Q4 | $416K | Hold |
6,432
| – | – | 0.17% | 75 |
|
|
2019
Q3 | $416K | Sell |
6,432
-868
| -12% | -$56.1K | 0.2% | 68 |
|
|
2019
Q2 | $435K | Buy |
+7,300
| New | +$435K | 0.2% | 67 |
|