Accretive Wealth Partners’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 | $2.25M | Buy |
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|
2025
Q2 | $2.06M | Buy |
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|
2025
Q1 | $2.01M | Buy |
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|
2024
Q4 | $1.72M | Sell |
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|
2024
Q3 | $1.84M | Sell |
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|
2024
Q2 | $1.56M | Buy |
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|
2024
Q1 | $1.55M | Buy |
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|
2023
Q4 | $1.43M | Buy |
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|
2023
Q3 | $1.31M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $2.82M | Sell |
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|
2022
Q1 | $3M | Buy |
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|
2021
Q4 | $2.77M | Buy |
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|
2021
Q3 | $2.33M | Buy |
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|
2021
Q2 | $2.17M | Buy |
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|
2021
Q1 | $1.79M | Buy |
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|
2020
Q4 | $1.56M | Buy |
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