Triumph Capital Management’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
Q2 | – | Sell |
-33,739
| Closed | -$2.2M | – | 278 |
|
|
2024
Q1 | $2.2M | Buy |
33,739
+27,274
| +422% | +$1.78M | 0.9% | 26 |
|
|
2023
Q4 | $409K | Buy |
6,465
+1,949
| +43% | +$123K | 0.17% | 115 |
|
|
2023
Q3 | $266K | Buy |
4,516
+419
| +10% | +$24.7K | 0.12% | 169 |
|
|
2023
Q2 | $268K | Sell |
4,097
-8,255
| -67% | -$540K | 0.12% | 164 |
|
|
2023
Q1 | $836K | Sell |
12,352
-14,908
| -55% | -$1.01M | 0.43% | 43 |
|
|
2022
Q4 | $1.92M | Buy |
27,260
+20,724
| +317% | +$1.46M | 1.03% | 21 |
|
|
2022
Q3 | $428K | Buy |
6,536
+2,711
| +71% | +$178K | 0.23% | 101 |
|
|
2022
Q2 | $268K | Sell |
3,825
-14,734
| -79% | -$1.03M | 0.14% | 154 |
|
|
2022
Q1 | $1.38M | Buy |
+18,559
| New | +$1.38M | 0.6% | 38 |
|