Berger Financial Group’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 | $4.73M | Buy |
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|
2025
Q2 | $4.3M | Buy |
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|
2025
Q1 | $4.02M | Buy |
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|
2024
Q4 | $3.78M | Sell |
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|
2024
Q3 | $4.17M | Sell |
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|
2024
Q2 | $3.62M | Sell |
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|
2024
Q1 | $3.81M | Buy |
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|
2023
Q4 | $240K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $470K | Buy |
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|
2023
Q1 | $474K | Sell |
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|
2022
Q4 | $521K | Sell |
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|
2022
Q3 | $486K | Buy |
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|
2022
Q2 | $518K | Hold |
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|
2022
Q1 | $550K | Hold |
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|
2021
Q4 | $529K | Sell |
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|
2021
Q3 | $529K | Buy |
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|
2021
Q2 | $524K | Buy |
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|
2021
Q1 | $525K | Sell |
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|
2020
Q4 | $524K | Buy |
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