South Shore Capital 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
Q3 | $514K | Buy |
7,844
+4,000
| +104% | +$262K | 1.2% | 24 |
|
|
2022
Q2 | $270K | Buy |
3,844
+360
| +10% | +$25.3K | 0.56% | 58 |
|
|
2022
Q1 | $259K | Buy |
3,484
+265
| +8% | +$19.7K | 0.42% | 80 |
|
|
2021
Q4 | $230K | Hold |
3,219
| – | – | 0.38% | 87 |
|
|
2021
Q3 | $206K | Hold |
3,219
| – | – | 0.37% | 90 |
|
|
2021
Q2 | $204K | Hold |
3,219
| – | – | 0.36% | 93 |
|
|
2021
Q1 | $206K | Buy |
+3,219
| New | +$206K | 0.2% | 120 |
|