Access Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $857K | Buy |
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|
2022
Q4 | $260K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $300K | Hold |
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|
2022
Q1 | $319K | Buy |
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|
2021
Q4 | $303K | Hold |
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|
2021
Q3 | $271K | Buy |
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|
2021
Q2 | $268K | Hold |
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|
2021
Q1 | $271K | Sell |
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|
2020
Q4 | $856K | Sell |
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|
2020
Q3 | $1.22M | Sell |
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|
2020
Q2 | $1.25M | Hold |
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|
2020
Q1 | $1.23M | Sell |
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|
2019
Q4 | $1.52M | Hold |
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|
2019
Q3 | $1.52M | Hold |
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|
2019
Q2 | $1.4M | Hold |
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|
2019
Q1 | $1.37M | Hold |
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|
2018
Q4 | $1.24M | Buy |
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|
2018
Q3 | $1.21M | Sell |
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|
2018
Q2 | $1.61M | Sell |
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|
2018
Q1 | $1.58M | Buy |
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