Anchor Investment Management’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
Q2 | $97.3K | Hold |
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|
2025
Q1 | $94K | Hold |
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|
2024
Q4 | $90.2K | Sell |
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|
2024
Q3 | $116K | Hold |
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|
2024
Q2 | $97.6K | Buy |
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|
2024
Q1 | $84.6K | Sell |
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|
2023
Q4 | $91.7K | Buy |
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|
2023
Q3 | $73.4K | Buy |
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|
2023
Q2 | $52K | Hold |
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|
2023
Q1 | $53.8K | Hold |
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|
2022
Q4 | $56K | Sell |
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|
2022
Q3 | $62.9K | Hold |
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|
2022
Q2 | $67.3K | Hold |
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|
2022
Q1 | $71.5K | Buy |
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|
2021
Q4 | $65.6K | Hold |
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|
2021
Q3 | $58.6K | Hold |
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|
2021
Q2 | $58K | Hold |
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|
2021
Q1 | $58.7K | Hold |
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|
2020
Q4 | $57.5K | Hold |
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|
2020
Q3 | $54.5K | Hold |
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|
2020
Q2 | $51.7K | Hold |
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|
2020
Q1 | $50.8K | Sell |
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|
2019
Q4 | $91.2K | Buy |
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|
2019
Q3 | $35.8K | Hold |
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|
2019
Q2 | $33K | Hold |
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|
2019
Q1 | $32.2K | Hold |
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|
2018
Q4 | $29.3K | Hold |
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|
2018
Q3 | $29.1K | Hold |
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|
2018
Q2 | $28.7K | Hold |
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|
2018
Q1 | $27.9K | Hold |
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|
2017
Q4 | $29.1K | Buy |
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|
2017
Q3 | $27.2K | Sell |
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|
2017
Q2 | $37.7K | Buy |
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|
2017
Q1 | $26.3K | Hold |
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|
2016
Q4 | $24.9K | Buy |
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|
2016
Q3 | $15.3K | Hold |
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|
2016
Q2 | $16.4K | Hold |
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|
2016
Q1 | $15.5K | Buy |
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