AJ Wealth Strategies’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
Q2 | $1.5M | Sell |
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|
2023
Q1 | $1.76M | Sell |
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|
2022
Q4 | $1.84M | Sell |
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|
2022
Q3 | $4.28M | Hold |
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|
2022
Q2 | $4.58M | Hold |
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|
2022
Q1 | $4.86M | Hold |
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|
2021
Q4 | $4.67M | Buy |
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|
2021
Q3 | $3.62M | Buy |
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|
2021
Q2 | $2.5M | Buy |
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|
2021
Q1 | $1.66M | Buy |
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|
2020
Q4 | $1.09M | Buy |
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