Beaumont Financial 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 | $307K | Hold |
|
|||||
|
2025
Q2 | $287K | Sell |
|
|||||
|
2025
Q1 | $342K | Hold |
|
|||||
|
2024
Q4 | $328K | Sell |
|
|||||
|
2024
Q3 | $373K | Sell |
|
|||||
|
2024
Q2 | $315K | Sell |
|
|||||
|
2024
Q1 | $315K | Sell |
|
|||||
|
2023
Q4 | $306K | Sell |
|
|||||
|
2023
Q3 | $290K | Buy |
|
|||||
|
2023
Q2 | $322K | Sell |
|
|||||
|
2023
Q1 | $345K | Sell |
|
|||||
|
2022
Q4 | $369K | Sell |
|
|||||
|
2022
Q3 | $807K | Buy |
|
|||||
|
2022
Q2 | $322K | Sell |
|
|||||
|
2022
Q1 | $3.7M | Buy |
|
|||||
|
2021
Q4 | $2.66M | Sell |
|
|||||
|
2021
Q3 | $2.4M | Buy |
|
|||||
|
2021
Q2 | $2.3M | Sell |
|
|||||
|
2021
Q1 | $7.44M | Sell |
|
|||||
|
2020
Q4 | $8.74M | Sell |
|
|||||
|
2020
Q3 | $9.01M | Buy |
|
|||||
|
2020
Q2 | $1.57M | Buy |
|
|||||
|
2020
Q1 | $357K | Sell |
|
|||||
|
2019
Q4 | $2.83M | Sell |
|
|||||
|
2019
Q3 | $2.91M | Sell |
|
|||||
|
2019
Q2 | $2.88M | Sell |
|
|||||
|
2019
Q1 | $3.01M | Sell |
|
|||||
|
2018
Q4 | $8.4M | Buy |
|
|||||
|
2018
Q3 | $3.55M | Buy |
|
|||||
|
2018
Q2 | $1.84M | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $4.28M | Sell |
|
|||||
|
2017
Q3 | $4.7M | Sell |
|
|||||
|
2017
Q2 | $4.71M | Sell |
|
|||||
|
2017
Q1 | $4.68M | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $4.95M | Sell |
|
|||||
|
2016
Q2 | $6.54M | Sell |
|
|||||
|
2016
Q1 | $10.2M | Buy |
|
|||||
|
2015
Q4 | $305K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $34.8M | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $27M | Buy |
|
|||||
|
2013
Q3 | – | Sell |
|
|||||
|
2013
Q2 | $1.21M | Buy |
|