TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $11K | Hold |
197
| – | – | ﹤0.01% | 461 |
|
|
2020
Q1 | $11K | Hold |
197
| – | – | 0.01% | 450 |
|
|
2019
Q4 | $13K | Hold |
197
| – | – | 0.01% | 430 |
|
|
2019
Q3 | $13K | Hold |
197
| – | – | 0.01% | 424 |
|
|
2019
Q2 | $12K | Hold |
197
| – | – | 0.01% | 442 |
|
|
2019
Q1 | $11K | Hold |
197
| – | – | 0.01% | 449 |
|
|
2018
Q4 | $10K | Hold |
197
| – | – | 0.01% | 444 |
|
|
2018
Q3 | $10K | Hold |
197
| – | – | ﹤0.01% | 495 |
|
|
2018
Q2 | $10K | Hold |
197
| – | – | ﹤0.01% | 494 |
|
|
2018
Q1 | $10K | Buy |
+197
| New | +$10K | 0.01% | 461 |
|