Strategic Investment 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
Q4 | – | Sell |
-8,203
| Closed | -$537K | – | 236 |
|
|
2022
Q3 | $537K | Sell |
8,203
-1,258
| -13% | -$82.4K | 0.12% | 132 |
|
|
2022
Q2 | $664K | Buy |
+9,461
| New | +$664K | 0.13% | 126 |
|
|
2019
Q2 | – | Sell |
-3,527
| Closed | -$205K | – | 171 |
|
|
2019
Q1 | $205K | Sell |
3,527
-2,241
| -39% | -$130K | 0.14% | 127 |
|
|
2018
Q4 | $305K | Buy |
+5,768
| New | +$305K | 0.27% | 77 |
|