Caprock Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $367K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $350K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $219K | Sell |
|
|||||
|
2018
Q4 | $223K | Sell |
|
|||||
|
2018
Q3 | $224K | Sell |
|
|||||
|
2018
Q2 | $232K | Buy |
|
|||||
|
2018
Q1 | $223K | Buy |
|
|||||
|
2017
Q4 | $210K | Sell |
|
|||||
|
2017
Q3 | $233K | Hold |
|
|||||
|
2017
Q2 | $229K | Buy |
|