Wagner Wealth Management’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
Q4 | – | Sell |
-75
| Closed | -$4.42K | – | 238 |
|
|
2023
Q3 | $4.42K | Hold |
75
| – | – | ﹤0.01% | 186 |
|
|
2023
Q2 | $4.91K | Buy |
+75
| New | +$4.91K | ﹤0.01% | 189 |
|
|
2018
Q3 | $85K | Hold |
1,621
| – | – | 0.06% | 208 |
|
|
2018
Q2 | $84K | Buy |
+1,621
| New | +$84K | 0.06% | 191 |
|
|
2018
Q1 | – | Sell |
-132
| Closed | -$7K | – | 822 |
|
|
2017
Q4 | $7K | Buy |
+132
| New | +$7K | 0.01% | 475 |
|