Broadleaf Partners’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 | $316K | Hold |
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|
2025
Q2 | $296K | Hold |
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|
2025
Q1 | $285K | Hold |
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|
2024
Q4 | $274K | Hold |
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|
2024
Q3 | $292K | Sell |
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|
2024
Q2 | $248K | Hold |
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|
2024
Q1 | $239K | Hold |
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|
2023
Q4 | $231K | Hold |
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|
2023
Q3 | $215K | Sell |
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|
2023
Q2 | $261K | Sell |
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|
2023
Q1 | $1.72M | Buy |
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|
2022
Q4 | $1.68M | Buy |
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|
2022
Q3 | $1.51M | Sell |
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|
2022
Q2 | $1.64M | Sell |
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|
2022
Q1 | $2.01M | Sell |
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|
2021
Q4 | $2.07M | Buy |
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|
2021
Q3 | $1.76M | Buy |
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|
2021
Q2 | $1.7M | Buy |
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|
2021
Q1 | $1.56M | Buy |
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|
2020
Q4 | $1.47M | Buy |
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|
2020
Q3 | $1.33M | Buy |
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|
2020
Q2 | $1.22M | Buy |
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|
2020
Q1 | $1.19M | Buy |
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