Avalon Capital 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 | $7.69M | Sell |
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|
2025
Q1 | $7.53M | Buy |
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|
2024
Q4 | $7.2M | Sell |
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|
2024
Q3 | $9.2M | Buy |
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|
2024
Q2 | $7.18M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $572K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1.97M | Sell |
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|
2015
Q2 | $4.14M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $3.54M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $2.62M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $1.38M | Buy |
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