Appleton Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $208K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $277K | Sell |
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|
2021
Q4 | $296K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $278K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $529K | Sell |
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|
2019
Q3 | $684K | Buy |
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|
2019
Q2 | $629K | Sell |
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|
2019
Q1 | $663K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $858K | Buy |
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|
2018
Q2 | $836K | Sell |
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|
2018
Q1 | $1M | Buy |
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|
2017
Q4 | $829K | Sell |
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|
2017
Q3 | $844K | Buy |
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|
2017
Q2 | $785K | Buy |
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|
2017
Q1 | $638K | Buy |
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|
2016
Q4 | $373K | Buy |
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|
2016
Q3 | $304K | Buy |
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|
2016
Q2 | $282K | Buy |
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|
2016
Q1 | $212K | Buy |
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