Aveo Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $499K | Sell |
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|
2023
Q2 | $788K | Sell |
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|
2023
Q1 | $991K | Sell |
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|
2022
Q4 | $1.34M | Sell |
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|
2022
Q3 | $2.94M | Sell |
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|
2022
Q2 | $3.7M | Sell |
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|
2022
Q1 | $4.88M | Buy |
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|
2021
Q4 | $4.09M | Buy |
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|
2021
Q3 | $3.54M | Sell |
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|
2021
Q2 | $3.53M | Buy |
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|
2021
Q1 | $3.11M | Buy |
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|
2020
Q4 | $1.15M | Buy |
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|
2020
Q3 | $506K | Buy |
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|
2020
Q2 | $456K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.66M | Sell |
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|
2019
Q3 | $1.93M | Sell |
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|
2019
Q2 | $1.85M | Sell |
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|
2019
Q1 | $1.8M | Buy |
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|
2018
Q4 | $309K | Buy |
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