Bristlecone Advisors’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 | – | Sell |
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|
2025
Q2 | $24.5K | Hold |
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|
2025
Q1 | $23.7K | Hold |
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|
2024
Q4 | $22.7K | Hold |
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|
2024
Q3 | $24.2K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $27.1K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $172K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $209K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $186K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $217K | Hold |
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|
2016
Q3 | $219K | Sell |
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|
2016
Q2 | $287K | Sell |
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|
2016
Q1 | $331K | Sell |
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|
2015
Q4 | $380K | Buy |
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