Wealthcare Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-635
| Closed | -$41K | – | 687 |
|
|
2021
Q1 | $41K | Buy |
+635
| New | +$41K | ﹤0.01% | 156 |
|
|
2020
Q2 | – | Sell |
-635
| Closed | -$35K | – | 251 |
|
|
2020
Q1 | $35K | Hold |
635
| – | – | ﹤0.01% | 106 |
|
|
2019
Q4 | $41K | Hold |
635
| – | – | ﹤0.01% | 118 |
|
|
2019
Q3 | $41K | Hold |
635
| – | – | 0.01% | 107 |
|
|
2019
Q2 | $38K | Hold |
635
| – | – | 0.01% | 105 |
|
|
2019
Q1 | $37K | Hold |
635
| – | – | 0.01% | 109 |
|
|
2018
Q4 | $34K | Hold |
635
| – | – | 0.01% | 107 |
|
|
2018
Q3 | $33K | Buy |
+635
| New | +$33K | ﹤0.01% | 108 |
|