YorkBridge Wealth Partners’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
Q3 | – | Sell |
-1,300
| Closed | -$78K | – | 663 |
|
|
2019
Q2 | $78K | Hold |
1,300
| – | – | 0.03% | 325 |
|
|
2019
Q1 | $76K | Hold |
1,300
| – | – | 0.04% | 314 |
|
|
2018
Q4 | $69K | Hold |
1,300
| – | – | 0.04% | 297 |
|
|
2018
Q3 | $68K | Hold |
1,300
| – | – | 0.03% | 328 |
|
|
2018
Q2 | $68K | Hold |
1,300
| – | – | 0.03% | 335 |
|
|
2018
Q1 | $64K | Hold |
1,300
| – | – | 0.03% | 346 |
|
|
2017
Q4 | $64K | Hold |
1,300
| – | – | 0.03% | 345 |
|
|
2017
Q3 | $69K | Hold |
1,300
| – | – | 0.04% | 337 |
|
|
2017
Q2 | $67K | Hold |
1,300
| – | – | 0.04% | 335 |
|
|
2017
Q1 | $67K | Sell |
1,300
-300
| -19% | -$15.5K | 0.04% | 333 |
|
|
2016
Q4 | $75K | Buy |
+1,600
| New | +$75K | 0.04% | 290 |
|