Vestor Capital’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 |
-1,233
| Closed | -$81K | – | 282 |
|
|
2023
Q2 | $81K | Hold |
1,233
| – | – | 0.01% | 195 |
|
|
2023
Q1 | $83K | Hold |
1,233
| – | – | 0.01% | 179 |
|
|
2022
Q4 | $87K | Hold |
1,233
| – | – | 0.01% | 173 |
|
|
2022
Q3 | $81K | Buy |
+1,233
| New | +$81K | 0.01% | 159 |
|
|
2020
Q1 | – | Sell |
-625
| Closed | -$40K | – | 164 |
|
|
2019
Q4 | $40K | Hold |
625
| – | – | 0.01% | 158 |
|
|
2019
Q3 | $40K | Buy |
+625
| New | +$40K | 0.01% | 139 |
|