Stanford Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-2,985
| Closed | -$157K | – | 417 |
|
|
2016
Q2 | $157K | Buy |
2,985
+615
| +26% | +$32.3K | 0.08% | 69 |
|
|
2016
Q1 | $118K | Buy |
+2,370
| New | +$118K | 0.07% | 82 |
|
|
2015
Q2 | – | Sell |
-200
| Closed | -$9K | – | 366 |
|
|
2015
Q1 | $9K | Hold |
200
| – | – | 0.01% | 292 |
|
|
2014
Q4 | $9K | Buy |
+200
| New | +$9K | 0.01% | 297 |
|