BFSG LLC’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 | $958K | Sell |
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|
2025
Q2 | $931K | Sell |
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|
2025
Q1 | $993K | Buy |
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|
2024
Q4 | $946K | Sell |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $868K | Buy |
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|
2024
Q1 | $827K | Buy |
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|
2023
Q4 | $783K | Sell |
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|
2023
Q3 | $731K | Buy |
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|
2023
Q2 | $762K | Buy |
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|
2023
Q1 | $546K | Buy |
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|
2022
Q4 | $476K | Buy |
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|
2022
Q3 | $335K | Buy |
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|
2022
Q2 | $301K | Buy |
|