WealthPlan Investment 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
Q3 | – | Sell |
-1,500
| Closed | -$98.2K | – | 368 |
|
|
2023
Q2 | $98.2K | Hold |
1,500
| – | – | 0.03% | 155 |
|
|
2023
Q1 | $102K | Sell |
1,500
-1,562
| -51% | -$106K | 0.02% | 197 |
|
|
2022
Q4 | $209K | Hold |
3,062
| – | – | 0.01% | 370 |
|
|
2022
Q3 | $217K | Buy |
+3,062
| New | +$217K | 0.02% | 346 |
|
|
2022
Q1 | $243K | Buy |
+3,412
| New | +$243K | 0.02% | 348 |
|