Bartlett & Co Wealth 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
Q3 | $241K | Hold |
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|
2025
Q2 | $226K | Buy |
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|
2025
Q1 | $204K | Hold |
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|
2024
Q4 | $196K | Hold |
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|
2024
Q3 | $209K | Hold |
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|
2024
Q2 | $176K | Sell |
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|
2024
Q1 | $235K | Sell |
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|
2023
Q4 | $1.48M | Buy |
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|
2023
Q3 | $29.5K | Hold |
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|
2023
Q2 | $32.7K | Hold |
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|
2023
Q1 | $33.8K | Hold |
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|
2022
Q4 | $35.3K | Hold |
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|
2022
Q3 | $32.8K | Hold |
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|
2022
Q2 | $35.1K | Hold |
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|
2022
Q1 | $37.2K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $31.9K | Hold |
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|
2021
Q2 | $31.6K | Hold |
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|
2021
Q1 | $32K | Hold |
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|
2020
Q4 | $31.4K | Hold |
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|
2020
Q3 | $29.7K | Hold |
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|
2020
Q2 | $28.2K | Hold |
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|
2020
Q1 | $27.7K | Hold |
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|
2019
Q4 | $32.3K | Sell |
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|
2019
Q3 | $48.6K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $53.8K | Hold |
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|
2018
Q1 | $52.3K | Buy |
|