UFA
US Financial Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,442
| Closed | -$216K | – | 148 |
|
|
2020
Q4 | $216K | Buy |
+3,442
| New | +$216K | 0.07% | 122 |
|
|
2016
Q2 | $2.45M | Hold |
49,273
| – | – | 4.91% | 6 |
|
|
2016
Q1 | $2.45M | Sell |
49,273
-73,669
| -60% | -$3.66M | 4.25% | 6 |
|
|
2015
Q4 | $5.32M | Sell |
122,942
-21,561
| -15% | -$933K | 5.05% | 6 |
|
|
2015
Q3 | $6.26M | Buy |
144,503
+2,649
| +2% | +$115K | 10.4% | 1 |
|
|
2015
Q2 | $5.88M | Sell |
141,854
-1,573
| -1% | -$65.2K | 5.55% | 11 |
|
|
2015
Q1 | $6.37M | Buy |
143,427
+2,409
| +2% | +$107K | 5.79% | 4 |
|
|
2014
Q4 | $6.66M | Buy |
+141,018
| New | +$6.66M | 5.95% | 3 |
|