West Branch 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
Q4 | – | Sell |
-262
| Closed | -$15.4K | – | 473 |
|
|
2023
Q3 | $15.4K | Hold |
262
| – | – | 0.01% | 243 |
|
|
2023
Q2 | $17.1K | Hold |
262
| – | – | 0.01% | 240 |
|
|
2023
Q1 | $17.7K | Hold |
262
| – | – | 0.01% | 241 |
|
|
2022
Q4 | $18.5K | Buy |
262
+150
| +134% | +$10.6K | 0.01% | 232 |
|
|
2022
Q3 | $7K | Hold |
112
| – | – | ﹤0.01% | 320 |
|
|
2022
Q2 | $8K | Hold |
112
| – | – | ﹤0.01% | 298 |
|
|
2022
Q1 | $8K | Hold |
112
| – | – | ﹤0.01% | 321 |
|
|
2021
Q4 | $8K | Buy |
+112
| New | +$8K | ﹤0.01% | 349 |
|