Calton & Associates’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 | $862K | Buy |
|
|||||
|
2025
Q2 | $722K | Buy |
|
|||||
|
2025
Q1 | $498K | Buy |
|
|||||
|
2024
Q4 | $423K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $409K | Sell |
|
|||||
|
2022
Q4 | $558K | Buy |
|
|||||
|
2022
Q3 | $414K | Buy |
|
|||||
|
2022
Q2 | $403K | Sell |
|
|||||
|
2022
Q1 | $884K | Buy |
|
|||||
|
2021
Q4 | $281K | Buy |
|
|||||
|
2021
Q3 | $233K | Buy |
|
|||||
|
2021
Q2 | $214K | Sell |
|
|||||
|
2021
Q1 | $253K | Buy |
|
|||||
|
2020
Q4 | $248K | Sell |
|
|||||
|
2020
Q3 | $277K | Sell |
|
|||||
|
2020
Q2 | $320K | Sell |
|
|||||
|
2020
Q1 | $502K | Buy |
|
|||||
|
2019
Q4 | $567K | Sell |
|
|||||
|
2019
Q3 | $594K | Buy |
|
|||||
|
2019
Q2 | $467K | Sell |
|
|||||
|
2019
Q1 | $554K | Buy |
|
|||||
|
2018
Q4 | $449K | Buy |
|
|||||
|
2018
Q3 | $332K | Sell |
|
|||||
|
2018
Q2 | $343K | Buy |
|
|||||
|
2018
Q1 | $314K | Buy |
|
|||||
|
2017
Q4 | $228K | Buy |
|