SVA Wealth Management’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
Q4 | $2.77M | Buy |
44,137
+1,051
| +2% | +$65.9K | 0.24% | 78 |
|
|
2020
Q3 | $2.56M | Buy |
43,086
+7,754
| +22% | +$460K | 0.25% | 76 |
|
|
2020
Q2 | $1.99M | Buy |
35,332
+1,283
| +4% | +$72.4K | 0.21% | 88 |
|
|
2020
Q1 | $1.89M | Buy |
34,049
+3,784
| +13% | +$210K | 0.22% | 81 |
|
|
2019
Q4 | $1.96M | Buy |
30,265
+2,845
| +10% | +$184K | 0.18% | 97 |
|
|
2019
Q3 | $1.78M | Buy |
27,420
+1,205
| +5% | +$78K | 0.17% | 98 |
|
|
2019
Q2 | $1.56M | Buy |
26,215
+1,486
| +6% | +$88.6K | 0.15% | 105 |
|
|
2019
Q1 | $1.44M | Buy |
24,729
+5,139
| +26% | +$299K | 0.14% | 111 |
|
|
2018
Q4 | $1.04M | Buy |
19,590
+4,635
| +31% | +$245K | 0.12% | 117 |
|
|
2018
Q3 | $787K | Buy |
14,955
+870
| +6% | +$45.8K | 0.08% | 128 |
|
|
2018
Q2 | $732K | Buy |
+14,085
| New | +$732K | 0.08% | 133 |
|