Beaumont Capital 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
Q2 | $6.15M | Buy |
|
|||||
|
2025
Q1 | $5.21M | Sell |
|
|||||
|
2024
Q4 | $5.83M | Buy |
|
|||||
|
2024
Q3 | $4.84M | Sell |
|
|||||
|
2024
Q2 | $4.29M | Sell |
|
|||||
|
2024
Q1 | $4.35M | Sell |
|
|||||
|
2023
Q4 | $4.32M | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $8.18M | Buy |
|
|||||
|
2022
Q3 | $6.77M | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $204K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $201K | Buy |
|