Winslow Evans & Crocker’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
Q4 | $241K | Sell |
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|
2020
Q3 | $1.21M | Sell |
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|
2020
Q2 | $1.26M | Sell |
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|
2020
Q1 | $1.26M | Buy |
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|
2019
Q4 | $1.45M | Sell |
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|
2019
Q3 | $1.46M | Sell |
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|
2019
Q2 | $1.4M | Buy |
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|
2019
Q1 | $1.32M | Buy |
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|
2018
Q4 | $746K | Buy |
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|
2018
Q3 | $306K | Buy |
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|
2018
Q2 | $12K | Hold |
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|
2018
Q1 | $10.1K | Sell |
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|
2017
Q4 | $381K | Sell |
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|
2017
Q3 | $423K | Sell |
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|
2017
Q2 | $425K | Buy |
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|
2017
Q1 | $349K | Buy |
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|
2016
Q4 | $22.9K | Sell |
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|
2016
Q3 | $466K | Sell |
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|
2016
Q2 | $673K | Sell |
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|
2016
Q1 | $1.39M | Buy |
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|
2015
Q4 | $17.4K | Sell |
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|
2015
Q3 | $27.8K | Buy |
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|
2015
Q2 | $16.5K | Sell |
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|
2015
Q1 | $21.1K | Buy |
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|
2014
Q4 | $18.7K | Buy |
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|
2014
Q3 | $16.6K | Buy |
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|
2014
Q2 | $17.4K | Sell |
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|
2014
Q1 | $17.4K | Sell |
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|
2013
Q4 | $17K | Buy |
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