Castleview 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 | – | Sell |
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|
2025
Q2 | $255K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.23M | Sell |
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|
2024
Q2 | $1.14M | Sell |
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|
2024
Q1 | $1.13M | Sell |
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|
2023
Q4 | $1.11M | Buy |
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|
2023
Q3 | $2.52K | Buy |
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|
2023
Q2 | $2.68K | Sell |
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|
2023
Q1 | $3.18K | Sell |
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|
2022
Q4 | $3.52K | Sell |
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|
2022
Q3 | $81K | Buy |
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|
2022
Q2 | $449K | Sell |
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|
2022
Q1 | $244K | Buy |
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|
2021
Q4 | $40 | Buy |
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|
2021
Q2 | $3K | Buy |
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