SAM
SignalPoint Asset Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $360K | Buy |
4,760
+235
| +5% | +$17.8K | 0.09% | 170 |
|
|
2024
Q3 | $364K | Buy |
4,525
+1
| +0% | +$80 | 0.09% | 188 |
|
|
2024
Q2 | $308K | Buy |
4,524
+431
| +11% | +$29.4K | 0.08% | 196 |
|
|
2024
Q1 | $269K | Buy |
4,093
+315
| +8% | +$20.7K | 0.07% | 196 |
|
|
2023
Q4 | $239K | Buy |
+3,778
| New | +$239K | 0.07% | 199 |
|