Whitener 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-40
| Closed | -$2K | – | 451 |
|
|
2019
Q3 | $2K | Sell |
40
-21
| -34% | -$1.05K | ﹤0.01% | 454 |
|
|
2019
Q2 | $3K | Hold |
61
| – | – | ﹤0.01% | 423 |
|
|
2019
Q1 | $3K | Hold |
61
| – | – | ﹤0.01% | 414 |
|
|
2018
Q4 | $3K | Hold |
61
| – | – | ﹤0.01% | 396 |
|
|
2018
Q3 | $3K | Buy |
+61
| New | +$3K | ﹤0.01% | 411 |
|
|
2018
Q2 | – | Sell |
-747
| Closed | -$37K | – | 423 |
|
|
2018
Q1 | $37K | Sell |
747
-4,094
| -85% | -$203K | 0.03% | 225 |
|
|
2017
Q4 | $255K | Buy |
+4,841
| New | +$255K | 0.22% | 99 |
|