Boltwood Capital 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 | $918K | Buy |
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|
2025
Q2 | $850K | Sell |
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|
2025
Q1 | $850K | Sell |
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|
2024
Q4 | $831K | Buy |
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|
2024
Q3 | $882K | Sell |
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|
2024
Q2 | $776K | Sell |
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|
2024
Q1 | $835K | Sell |
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|
2023
Q4 | $825K | Buy |
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|
2023
Q3 | $744K | Sell |
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|
2023
Q2 | $867K | Buy |
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|
2023
Q1 | $883K | Sell |
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|
2022
Q4 | $930K | Buy |
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|
2022
Q3 | $842K | Sell |
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|
2022
Q2 | $974K | Sell |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $1.04M | Sell |
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|
2021
Q3 | $955K | Sell |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $998K | Buy |
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|
2020
Q3 | $928K | Buy |
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|
2020
Q2 | $866K | Buy |
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|
2020
Q1 | $841K | Buy |
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|
2019
Q4 | $947K | Sell |
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|
2019
Q3 | $949K | Buy |
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|
2019
Q2 | $868K | Sell |
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|
2019
Q1 | $883K | Sell |
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|
2018
Q4 | $818K | Buy |
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|
2018
Q3 | $813K | Buy |
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|
2018
Q2 | $784K | Buy |
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|
2018
Q1 | $675K | Buy |
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|
2017
Q4 | $696K | Buy |
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|
2017
Q3 | $681K | Buy |
|
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|
2017
Q2 | $657K | Sell |
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|
2017
Q1 | $660K | Buy |
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|
2016
Q4 | $616K | Sell |
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|
2016
Q3 | $629K | Buy |
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|
2016
Q2 | $665K | Buy |
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|
2016
Q1 | $611K | Buy |
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|
2015
Q4 | $533K | Buy |
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|
2015
Q3 | $488K | Sell |
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|
2015
Q2 | $617K | Buy |
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|
2015
Q1 | $654K | Sell |
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|
2014
Q4 | $708K | Buy |
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|
2014
Q3 | $628K | Buy |
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|
2014
Q2 | $607K | Buy |
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|
2014
Q1 | $549K | Sell |
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|
2013
Q4 | $545K | Buy |
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|
2013
Q3 | $533K | Sell |
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|
2013
Q2 | $548K | Buy |
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