CBIZ Investment Advisory Services’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
2024
Q3
Sell
2024
Q2
$750 Buy
2020
Q3
Hold
2020
Q2
Hold
2020
Q1
Hold
2019
Q4
Hold