WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $31.4K | Hold |
415
| – | – | 0.01% | 384 |
|
|
2024
Q3 | $33.5K | Hold |
415
| – | – | 0.01% | 394 |
|
|
2024
Q2 | $28.3K | Hold |
415
| – | – | 0.01% | 399 |
|
|
2024
Q1 | $27.2K | Buy |
+415
| New | +$27.2K | 0.01% | 406 |
|
|
2023
Q4 | – | Sell |
-1,226
| Closed | -$72.2K | – | 879 |
|
|
2023
Q3 | $72.2K | Hold |
1,226
| – | – | 0.03% | 280 |
|
|
2023
Q2 | $80.2K | Buy |
1,226
+502
| +69% | +$32.9K | 0.03% | 269 |
|
|
2023
Q1 | $49K | Buy |
724
+454
| +168% | +$30.7K | 0.02% | 321 |
|
|
2022
Q4 | $19K | Hold |
270
| – | – | 0.01% | 221 |
|
|
2022
Q3 | $17.7K | Sell |
270
-19
| -7% | -$1.25K | 0.01% | 212 |
|
|
2022
Q2 | $20.3K | Buy |
289
+42
| +17% | +$2.95K | 0.01% | 224 |
|
|
2022
Q1 | $18.4K | Buy |
+247
| New | +$18.4K | 0.01% | 238 |
|