ACG Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $168K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $354K | Sell |
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|
2021
Q3 | $856K | Buy |
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|
2021
Q2 | $839K | Buy |
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|
2021
Q1 | $292K | Buy |
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|
2020
Q4 | $254K | Sell |
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|
2020
Q3 | $246K | Sell |
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|
2020
Q2 | $243K | Sell |
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|
2020
Q1 | $849K | Buy |
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|
2019
Q4 | $886K | Sell |
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|
2019
Q3 | $1.05M | Buy |
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|
2019
Q2 | $677K | Buy |
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|
2019
Q1 | $529K | Buy |
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|
2018
Q4 | $344K | Buy |
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|
2018
Q3 | $317K | Buy |
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|
2018
Q2 | $220K | Sell |
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|
2018
Q1 | $244K | Sell |
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|
2017
Q4 | $411K | Buy |
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|
2017
Q3 | $412K | Sell |
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|
2017
Q2 | $663K | Buy |
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|
2017
Q1 | $453K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $389K | Buy |
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|
2016
Q2 | $416K | Sell |
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|
2016
Q1 | $413K | Buy |
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|
2015
Q4 | $208K | Sell |
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|
2015
Q3 | $250K | Sell |
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|
2015
Q2 | $301K | Sell |
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|
2015
Q1 | $491K | Buy |
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|
2014
Q4 | $294K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $269K | Buy |
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|
2014
Q1 | $250K | Buy |
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|
2013
Q4 | $228K | Buy |
|