Stillwater Investment Management (Minnesota)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $2.53M | Buy |
37,439
+266
| +0.7% | +$18K | 0.68% | 35 |
|
|
2022
Q4 | $2.62M | Buy |
37,173
+765
| +2% | +$53.9K | 0.74% | 32 |
|
|
2022
Q3 | $2.39M | Buy |
36,408
+1,577
| +5% | +$103K | 0.74% | 33 |
|
|
2022
Q2 | $2.44M | Buy |
34,831
+2,592
| +8% | +$182K | 0.72% | 34 |
|
|
2022
Q1 | $2.4M | Buy |
32,239
+1,238
| +4% | +$92.2K | 0.6% | 38 |
|
|
2021
Q4 | $2.22M | Buy |
31,001
+2,230
| +8% | +$160K | 0.55% | 40 |
|
|
2021
Q3 | $1.84M | Buy |
28,771
+372
| +1% | +$23.8K | 0.49% | 43 |
|
|
2021
Q2 | $1.8M | Buy |
28,399
+453
| +2% | +$28.6K | 0.48% | 43 |
|
|
2021
Q1 | $1.79M | Buy |
27,946
+3,816
| +16% | +$244K | 0.51% | 42 |
|
|
2020
Q4 | $1.51M | Buy |
24,130
+11,174
| +86% | +$701K | 0.47% | 44 |
|
|
2020
Q3 | $769K | Buy |
12,956
+4,169
| +47% | +$247K | 0.28% | 50 |
|
|
2020
Q2 | $496K | Buy |
8,787
+1,830
| +26% | +$103K | 0.2% | 54 |
|
|
2020
Q1 | $385K | Buy |
+6,957
| New | +$385K | 0.18% | 55 |
|