Ascent Group’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 | $256K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $277K | Sell |
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|
2024
Q2 | $267K | Sell |
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|
2024
Q1 | $276K | Sell |
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|
2023
Q4 | $275K | Sell |
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|
2023
Q3 | $275K | Sell |
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|
2023
Q2 | $774K | Buy |
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|
2023
Q1 | $758K | Sell |
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|
2022
Q4 | $844K | Buy |
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|
2022
Q3 | $739K | Buy |
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|
2022
Q2 | $751K | Buy |
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