Accel Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.69M | Sell |
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|
2025
Q2 | $1.78M | Buy |
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|
2025
Q1 | $1.69M | Buy |
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|
2024
Q4 | $1.61M | Buy |
|
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|
2024
Q3 | $1.66M | Buy |
|
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|
2024
Q2 | $965K | Sell |
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|
2024
Q1 | $959K | Buy |
|
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|
2023
Q4 | $922K | Sell |
|
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|
2023
Q3 | $870K | Sell |
|
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|
2023
Q2 | $1.03M | Sell |
|
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|
2023
Q1 | $1.09M | Sell |
|
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|
2022
Q4 | $1.2M | Sell |
|
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|
2022
Q3 | $1.29M | Sell |
|
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|
2022
Q2 | $1.3M | Sell |
|
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|
2022
Q1 | $2.24M | Buy |
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|
2021
Q4 | $2.1M | Buy |
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|
2021
Q3 | $1.62M | Buy |
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|
2021
Q2 | $1.43M | Buy |
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|
2021
Q1 | $1.13M | Buy |
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|
2020
Q4 | $800K | Buy |
|