Summit Wealth & Retirement Planning’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
Q1 | – | Sell |
-4,541
| Closed | -$293K | – | 133 |
|
|
2019
Q4 | $293K | Sell |
4,541
-1,225
| -21% | -$79K | 0.13% | 106 |
|
|
2019
Q3 | $373K | Hold |
5,766
| – | – | 0.23% | 87 |
|
|
2019
Q2 | $344K | Hold |
5,766
| – | – | 0.2% | 98 |
|
|
2019
Q1 | $335K | Hold |
5,766
| – | – | 0.2% | 102 |
|
|
2018
Q4 | $305K | Buy |
+5,766
| New | +$305K | 0.23% | 88 |
|