Bay Colony Advisors’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 | $918K | Buy |
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|
2025
Q2 | $850K | Buy |
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|
2025
Q1 | $781K | Sell |
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|
2024
Q4 | $780K | Buy |
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|
2024
Q3 | $743K | Buy |
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|
2024
Q2 | $579K | Sell |
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|
2024
Q1 | $653K | Sell |
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|
2023
Q4 | $668K | Buy |
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|
2023
Q3 | $391K | Sell |
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|
2023
Q2 | $501K | Sell |
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|
2023
Q1 | $618K | Buy |
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|
2022
Q4 | $617K | Buy |
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|
2022
Q3 | $527K | Buy |
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|
2022
Q2 | $595K | Sell |
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|
2022
Q1 | $1.16M | Buy |
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|
2021
Q4 | $535K | Sell |
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|
2021
Q3 | $489K | Buy |
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|
2021
Q2 | $480K | Buy |
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|
2021
Q1 | $486K | Buy |
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|
2020
Q4 | $474K | Buy |
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|
2020
Q3 | $440K | Buy |
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|
2020
Q2 | $406K | Sell |
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|
2020
Q1 | $403K | Sell |
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|
2019
Q4 | $492K | Sell |
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|
2019
Q3 | $484K | Buy |
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|
2019
Q2 | $401K | Buy |
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|
2019
Q1 | $355K | Hold |
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|
2018
Q4 | $325K | Buy |
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|
2018
Q3 | $323K | Buy |
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|
2018
Q2 | $306K | Buy |
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