Squar Milner Financial 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
Q2 | – | Sell |
-62
| Closed | -$3K | – | 766 |
|
|
2020
Q1 | $3K | Sell |
62
-1
| -2% | -$48 | ﹤0.01% | 651 |
|
|
2019
Q4 | $4K | Buy |
+63
| New | +$4K | ﹤0.01% | 676 |
|
|
2019
Q3 | – | Sell |
-62
| Closed | -$4K | – | 738 |
|
|
2019
Q2 | $4K | Hold |
62
| – | – | ﹤0.01% | 641 |
|
|
2019
Q1 | $3K | Hold |
62
| – | – | ﹤0.01% | 750 |
|
|
2018
Q4 | $3K | Buy |
62
+41
| +195% | +$1.98K | ﹤0.01% | 668 |
|
|
2018
Q3 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 748 |
|