Avidian Wealth Enterprises’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 | – | Sell |
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|
2025
Q1 | $335K | Buy |
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|
2024
Q4 | $316K | Sell |
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|
2024
Q3 | $339K | Buy |
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|
2024
Q2 | $225K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $4.36M | Buy |
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|
2023
Q2 | $4.52M | Buy |
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|
2023
Q1 | $1.01M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.24M | Sell |
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|
2022
Q1 | $1.46M | Buy |
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|
2021
Q4 | $211K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $302K | Sell |
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|
2020
Q2 | $514K | Sell |
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|
2020
Q1 | $747K | Buy |
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|
2019
Q4 | $855K | Sell |
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|
2019
Q3 | $1.5M | Buy |
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|
2019
Q2 | $1.17M | Sell |
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|
2019
Q1 | $1.24M | Sell |
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|
2018
Q4 | $1.25M | Buy |
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|
2018
Q3 | $650K | Sell |
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|
2018
Q2 | $852K | Buy |
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|
2018
Q1 | $218K | Sell |
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|
2017
Q4 | $419 | Sell |
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|
2017
Q3 | $470K | Buy |
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|
2017
Q2 | $444K | Buy |
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|
2017
Q1 | $408K | Buy |
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|
2016
Q4 | $369K | Sell |
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|
2016
Q3 | $401K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $268K | Sell |
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|
2015
Q4 | $308K | Buy |
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|
2015
Q3 | $205K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $3.59M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $3.38M | Sell |
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|
2014
Q2 | $7.01M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $9.4M | Buy |
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