The Family Firm’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,184
| Closed | -$80.7K | – | 862 |
|
|
2024
Q2 | $80.7K | Buy |
+1,184
| New | +$80.7K | 0.02% | 316 |
|
|
2021
Q3 | – | Sell |
-3,408
| Closed | -$216K | – | 182 |
|
|
2021
Q2 | $216K | Buy |
3,408
+26
| +0.8% | +$1.65K | 0.06% | 170 |
|
|
2021
Q1 | $217K | Buy |
3,382
+25
| +0.7% | +$1.6K | 0.06% | 163 |
|
|
2020
Q4 | $211K | Buy |
+3,357
| New | +$211K | 0.06% | 160 |
|