United Capital Management of KS’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
Q1 | – | Sell |
-3,133
| Closed | -$202K | – | 117 |
|
|
2019
Q4 | $202K | Sell |
3,133
-1,117
| -26% | -$72K | 0.13% | 110 |
|
|
2019
Q3 | $274K | Buy |
4,250
+784
| +23% | +$50.5K | 0.2% | 87 |
|
|
2019
Q2 | $206K | Sell |
3,466
-26
| -0.7% | -$1.55K | 0.16% | 105 |
|
|
2019
Q1 | $202K | Sell |
3,492
-648
| -16% | -$37.5K | 0.16% | 103 |
|
|
2018
Q4 | $219K | Buy |
4,140
+311
| +8% | +$16.5K | 0.2% | 98 |
|
|
2018
Q3 | $204K | Buy |
+3,829
| New | +$204K | 0.16% | 113 |
|