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Tiedemann Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Tiedemann Advisors’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-25,505
Closed -$1.61M – 366
2021
Q2 		$1.61M Hold
25,505
– – 0.06% 128
2021
Q1 		$1.63M Hold
25,505
– – 0.07% 117
2020
Q4 		$1.6M Buy
+25,505
New +$1.6M 0.08% 116