Birchcreek Wealth 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
Q3 | $513K | Buy |
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|
2025
Q2 | $350K | Buy |
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|
2025
Q1 | $338K | Sell |
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|
2024
Q4 | $380K | Sell |
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|
2024
Q3 | $416K | Sell |
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|
2024
Q2 | $938K | Sell |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $1.18M | Buy |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $1.02M | Buy |
|
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|
2023
Q1 | $892K | Buy |
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|
2022
Q4 | $823K | Sell |
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|
2022
Q3 | $826K | Buy |
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|
2022
Q2 | $870K | Buy |
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|
2022
Q1 | $455K | Sell |
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|
2021
Q4 | $483K | Sell |
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|
2021
Q3 | $472K | Sell |
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|
2021
Q2 | $474K | Buy |
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|
2021
Q1 | $452K | Buy |
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|
2020
Q4 | $440K | Buy |
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