Signify Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-39,853
| Closed | -$3.22M | – | 31 |
|
|
2024
Q3 | $3.22M | Buy |
+39,853
| New | +$3.22M | 3.94% | 15 |
|
|
2024
Q1 | – | Sell |
-7,473
| Closed | -$473K | – | 35 |
|
|
2023
Q4 | $473K | Buy |
+7,473
| New | +$473K | 0.71% | 22 |
|
|
2023
Q1 | – | Sell |
-36,651
| Closed | -$2.58M | – | 32 |
|
|
2022
Q4 | $2.58M | Buy |
+36,651
| New | +$2.58M | 2.26% | 14 |
|