TRUADVICE’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
Q3 | $229K | Buy |
+3,790
| New | +$229K | 0.09% | 209 |
|
|
2023
Q2 | – | Sell |
-23,646
| Closed | -$1.63M | – | 279 |
|
|
2023
Q1 | $1.63M | Buy |
+23,646
| New | +$1.63M | 0.65% | 46 |
|
|
2022
Q3 | – | Sell |
-48,824
| Closed | -$3.64M | – | 157 |
|
|
2022
Q2 | $3.64M | Buy |
+48,824
| New | +$3.64M | 1.92% | 15 |
|