Bogart Wealth 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 | $1.74K | Hold |
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|
2025
Q2 | $1.61K | Hold |
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2025
Q1 | $1.55K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $6.33K | Sell |
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|
2023
Q3 | $11.8K | Hold |
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|
2023
Q2 | $13.1K | Hold |
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|
2023
Q1 | $13.5K | Sell |
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|
2022
Q4 | $20K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $11K | Hold |
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|
2021
Q3 | $10K | Buy |
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