SYM Financial Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3K | Hold |
138
| – | – | ﹤0.01% | 401 |
|
|
2025
Q1 | $10.9K | Buy |
138
+124
| +886% | +$9.78K | ﹤0.01% | 338 |
|
|
2024
Q4 | $1.06K | Sell |
14
-34,986
| -100% | -$2.65M | ﹤0.01% | 330 |
|
|
2024
Q3 | $2.83M | Buy |
+35,000
| New | +$2.83M | 0.38% | 29 |
|
|
2020
Q4 | – | Sell |
-22
| Closed | -$1K | – | 96 |
|
|
2020
Q3 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 83 |
|
|
2020
Q1 | – | Sell |
-40
| Closed | -$3K | – | 104 |
|
|
2019
Q4 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 95 |
|
|
2019
Q3 | – | Sell |
-58
| Closed | -$3K | – | 75 |
|
|
2019
Q2 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 70 |
|