Torch Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.37M | Sell |
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|
2019
Q3 | $1.4M | Sell |
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|
2019
Q2 | $1.31M | Hold |
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|
2019
Q1 | $1.28M | Hold |
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|
2018
Q4 | $1.17M | Hold |
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|
2018
Q3 | $1.16M | Hold |
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|
2018
Q2 | $1.15M | Sell |
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|
2018
Q1 | $1.22M | Hold |
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|
2017
Q4 | $1.27M | Hold |
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|
2017
Q3 | $1.28M | Sell |
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|
2017
Q2 | $1.25M | Hold |
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|
2017
Q1 | $1.24M | Buy |
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|
2016
Q4 | $1.16M | Buy |
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|
2016
Q3 | $916K | Hold |
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|
2016
Q2 | $981K | Buy |
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|
2016
Q1 | $923K | Hold |
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|
2015
Q4 | $805K | Hold |
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|
2015
Q3 | $805K | Buy |
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|
2015
Q2 | $767K | Buy |
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|
2015
Q1 | $809K | Buy |
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|
2014
Q4 | $850K | Buy |
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|
2014
Q3 | $741K | Hold |
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|
2014
Q2 | $779K | Buy |
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|
2014
Q1 | $717K | Buy |
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|
2013
Q4 | $632K | Buy |
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