Wechter Feldman Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.08M | Sell |
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|
2020
Q1 | $1.65M | Sell |
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|
2019
Q4 | $25.5M | Buy |
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|
2019
Q3 | $25.2M | Buy |
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|
2019
Q2 | $23.2M | Sell |
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|
2019
Q1 | $23.4M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $9.76M | Sell |
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|
2017
Q3 | $10M | Sell |
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|
2017
Q2 | $9.81M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $521K | Buy |
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