SWA
Sutton Wealth Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $89.3K | Hold |
1,515
| – | – | 0.04% | 178 |
|
|
2023
Q2 | $99.1K | Hold |
1,515
| – | – | 0.05% | 172 |
|
|
2023
Q1 | $103K | Hold |
1,515
| – | – | 0.05% | 156 |
|
|
2022
Q4 | $107K | Sell |
1,515
-132
| -8% | -$9.31K | 0.04% | 241 |
|
|
2022
Q3 | $108K | Buy |
1,647
+132
| +9% | +$8.65K | 0.04% | 241 |
|
|
2022
Q2 | $106K | Hold |
1,515
| – | – | 0.04% | 233 |
|
|
2022
Q1 | $113K | Hold |
1,515
| – | – | 0.04% | 233 |
|
|
2021
Q4 | $108K | Hold |
1,515
| – | – | 0.04% | 245 |
|
|
2021
Q3 | $96.8K | Hold |
1,515
| – | – | 0.04% | 255 |
|
|
2021
Q2 | $95.8K | Hold |
1,515
| – | – | 0.04% | 256 |
|
|
2021
Q1 | $97K | Hold |
1,515
| – | – | 0.04% | 247 |
|
|
2020
Q4 | $95K | Hold |
1,515
| – | – | 0.04% | 231 |
|
|
2020
Q3 | $90K | Hold |
1,515
| – | – | 0.04% | 222 |
|
|
2020
Q2 | $85.5K | Hold |
1,515
| – | – | 0.04% | 222 |
|
|
2020
Q1 | $83.9K | Hold |
1,515
| – | – | 0.05% | 206 |
|
|
2019
Q4 | $97.9K | Hold |
1,515
| – | – | 0.05% | 216 |
|
|
2019
Q3 | $98.1K | Hold |
1,515
| – | – | 0.05% | 211 |
|
|
2019
Q2 | $90.3K | Hold |
1,515
| – | – | 0.05% | 220 |
|
|
2019
Q1 | $88.1K | Hold |
1,515
| – | – | 0.05% | 224 |
|
|
2018
Q4 | $80.2K | Hold |
1,515
| – | – | 0.05% | 220 |
|
|
2018
Q3 | $79.8K | Hold |
1,515
| – | – | 0.05% | 222 |
|
|
2018
Q2 | $78.7K | Sell |
1,515
-830
| -35% | -$43.1K | 0.05% | 219 |
|
|
2018
Q1 | $118K | Sell |
2,345
-102
| -4% | -$5.15K | 0.08% | 179 |
|
|
2017
Q4 | $129K | Hold |
2,447
| – | – | 0.09% | 173 |
|
|
2017
Q3 | $130K | Hold |
2,447
| – | – | 0.1% | 169 |
|
|
2017
Q2 | $127K | Hold |
2,447
| – | – | 0.1% | 174 |
|
|
2017
Q1 | $126K | Hold |
2,447
| – | – | 0.11% | 165 |
|
|
2016
Q4 | $119K | Hold |
2,447
| – | – | 0.11% | 168 |
|
|
2016
Q3 | $120K | Hold |
2,447
| – | – | 0.11% | 162 |
|
|
2016
Q2 | $128K | Hold |
2,447
| – | – | 0.12% | 145 |
|
|
2016
Q1 | $121K | Buy |
+2,447
| New | +$121K | 0.12% | 155 |
|