AFG Fiduciary Services’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 | $1.04M | Sell |
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|
2025
Q2 | $1.13M | Buy |
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|
2025
Q1 | $1M | Sell |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.08M | Sell |
|
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $888K | Sell |
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|
2023
Q4 | $883K | Sell |
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|
2023
Q3 | $838K | Buy |
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|
2023
Q2 | $869K | Buy |
|
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|
2023
Q1 | $723K | Buy |
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|
2022
Q4 | $611K | Sell |
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|
2022
Q3 | $808K | Buy |
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|
2022
Q2 | $844K | Sell |
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|
2022
Q1 | $919K | Buy |
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|
2021
Q4 | $590K | Buy |
|