Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $411K | Sell |
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|
2024
Q1 | $428K | Buy |
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|
2023
Q4 | $397K | Buy |
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|
2023
Q3 | $283K | Sell |
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|
2023
Q2 | $432K | Buy |
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|
2023
Q1 | $381K | Hold |
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|
2022
Q4 | $381K | Sell |
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|
2022
Q3 | $380K | Buy |
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|
2022
Q2 | $358K | Buy |
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|
2022
Q1 | $211K | Sell |
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|
2021
Q4 | $231K | Buy |
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|
2021
Q3 | $205K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $523K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $238K | Hold |
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|
2019
Q3 | $238K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $423K | Buy |
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