Swaine & Leidel Wealth Services’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
Q1 | $659 | Buy |
+659
| New | +$659 | 0.51% | 43 |
|
|
2021
Q3 | $685K | Buy |
+10,727
| New | +$685K | 0.6% | 35 |
|
|
2021
Q1 | $659K | Buy |
10,284
+483
| +5% | +$31K | 0.42% | 50 |
|
|
2020
Q4 | $615K | Sell |
9,801
-415
| -4% | -$26K | 0.45% | 47 |
|
|
2020
Q3 | $607K | Sell |
10,216
-10
| -0.1% | -$594 | 0.59% | 39 |
|
|
2020
Q2 | $577K | Sell |
10,226
-19
| -0.2% | -$1.07K | 0.59% | 38 |
|
|
2020
Q1 | $568K | Buy |
10,245
+313
| +3% | +$17.4K | 0.59% | 43 |
|
|
2019
Q4 | $642K | Buy |
9,932
+70
| +0.7% | +$4.53K | 0.54% | 43 |
|
|
2019
Q3 | $638K | Sell |
9,862
-423
| -4% | -$27.4K | 0.58% | 41 |
|
|
2019
Q2 | $613K | Buy |
+10,285
| New | +$613K | 0.66% | 36 |
|