Avantax Planning Partners’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 | $406K | Buy |
|
|||||
|
2025
Q2 | $365K | Buy |
|
|||||
|
2025
Q1 | $352K | Buy |
|
|||||
|
2024
Q4 | $300K | Hold |
|
|||||
|
2024
Q3 | $320K | Sell |
|
|||||
|
2024
Q2 | $297K | Hold |
|
|||||
|
2024
Q1 | $287K | Sell |
|
|||||
|
2023
Q4 | $291K | Sell |
|
|||||
|
2023
Q3 | $271K | Sell |
|
|||||
|
2023
Q2 | $333K | Hold |
|
|||||
|
2023
Q1 | $345K | Sell |
|
|||||
|
2022
Q4 | $379K | Buy |
|
|||||
|
2022
Q3 | $339K | Buy |
|
|||||
|
2022
Q2 | $354K | Buy |
|
|||||
|
2022
Q1 | $347K | Buy |
|
|||||
|
2021
Q4 | $323K | Sell |
|
|||||
|
2021
Q3 | $336K | Buy |
|
|||||
|
2021
Q2 | $262K | Hold |
|
|||||
|
2021
Q1 | $265K | Buy |
|
|||||
|
2020
Q4 | $210K | Sell |
|
|||||
|
2020
Q3 | $201K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $219K | Sell |
|
|||||
|
2019
Q3 | $294K | Buy |
|
|||||
|
2019
Q2 | $223K | Buy |
|
|||||
|
2019
Q1 | $205K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $176K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $127K | Buy |
|