TKG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-44,574
| Closed | -$2.63M | – | 109 |
|
|
2023
Q3 | $2.63M | Buy |
+44,574
| New | +$2.63M | 1.75% | 22 |
|
|
2022
Q4 | – | Sell |
-25,139
| Closed | -$1.65M | – | 102 |
|
|
2022
Q3 | $1.65M | Sell |
25,139
-17,334
| -41% | -$1.14M | 1.31% | 25 |
|
|
2022
Q2 | $2.98M | Buy |
+42,473
| New | +$2.98M | 2.56% | 9 |
|