Affiance Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $82.6K | Hold |
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|
2022
Q3 | $77K | Hold |
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|
2022
Q2 | $82K | Hold |
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|
2022
Q1 | $87K | Sell |
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|
2021
Q4 | $159K | Hold |
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|
2021
Q3 | $142K | Hold |
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|
2021
Q2 | $140K | Hold |
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|
2021
Q1 | $142K | Hold |
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|
2020
Q4 | $139K | Hold |
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|
2020
Q3 | $132K | Hold |
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|
2020
Q2 | $125K | Hold |
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|
2020
Q1 | $123K | Hold |
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|
2019
Q4 | $144K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $224K | Sell |
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|
2016
Q1 | $393K | Sell |
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|
2015
Q4 | $467K | Sell |
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|
2015
Q3 | $675K | Sell |
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|
2015
Q2 | $750K | Buy |
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|
2015
Q1 | $517K | Buy |
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|
2014
Q4 | $384K | Buy |
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