V Wealth Advisors’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 | – | Sell |
-5,163
| Closed | -$338K | – | 377 |
|
|
2023
Q2 | $338K | Sell |
5,163
-347
| -6% | -$22.7K | 0.06% | 268 |
|
|
2023
Q1 | $373K | Sell |
5,510
-17
| -0.3% | -$1.15K | 0.07% | 244 |
|
|
2022
Q4 | $390K | Buy |
5,527
+159
| +3% | +$11.2K | 0.08% | 233 |
|
|
2022
Q3 | $351K | Buy |
5,368
+501
| +10% | +$32.8K | 0.07% | 258 |
|
|
2022
Q2 | $341K | Buy |
+4,867
| New | +$341K | 0.06% | 290 |
|
|
2017
Q3 | – | Sell |
-212
| Closed | -$11K | – | 722 |
|
|
2017
Q2 | $11K | Buy |
+212
| New | +$11K | 0.01% | 555 |
|