Arthur M. Cohen & Associates’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 | $304K | Hold |
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|
2025
Q2 | $285K | Buy |
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|
2025
Q1 | $243K | Hold |
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|
2024
Q4 | $233K | Hold |
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|
2024
Q3 | $251K | Hold |
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|
2024
Q2 | $210K | Hold |
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|
2024
Q1 | $202K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $201K | Hold |
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|
2023
Q1 | $208K | Hold |
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|
2022
Q4 | $217K | Hold |
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|
2022
Q3 | $202K | Hold |
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|
2022
Q2 | $216K | Hold |
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|
2022
Q1 | $229K | Hold |
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|
2021
Q4 | $220K | Buy |
|