Cedar Mountain Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.64K | Hold |
69
| – | – | ﹤0.01% | 262 |
|
|
2025
Q1 | $5.44K | Sell |
69
-37
| -35% | -$2.92K | ﹤0.01% | 244 |
|
|
2024
Q4 | $8.02K | Buy |
106
+37
| +54% | +$2.8K | ﹤0.01% | 222 |
|
|
2024
Q3 | $5.57K | Hold |
69
| – | – | ﹤0.01% | 239 |
|
|
2024
Q2 | $4.7K | Hold |
69
| – | – | ﹤0.01% | 239 |
|
|
2024
Q1 | $4.53K | Hold |
69
| – | – | ﹤0.01% | 235 |
|
|
2023
Q4 | $4.37K | Hold |
69
| – | – | ﹤0.01% | 223 |
|
|
2023
Q3 | $4.07K | Hold |
69
| – | – | ﹤0.01% | 223 |
|
|
2023
Q2 | $4.52K | Hold |
69
| – | – | ﹤0.01% | 209 |
|
|
2023
Q1 | $4.67K | Hold |
69
| – | – | ﹤0.01% | 211 |
|
|
2022
Q4 | $4.87K | Hold |
69
| – | – | ﹤0.01% | 208 |
|
|
2022
Q3 | $5K | Hold |
69
| – | – | ﹤0.01% | 214 |
|
|
2022
Q2 | $5K | Hold |
69
| – | – | ﹤0.01% | 219 |
|
|
2022
Q1 | $5K | Hold |
69
| – | – | ﹤0.01% | 242 |
|
|
2021
Q4 | $5K | Hold |
69
| – | – | ﹤0.01% | 239 |
|
|
2021
Q3 | $4K | Hold |
69
| – | – | ﹤0.01% | 245 |
|
|
2021
Q2 | $4K | Hold |
69
| – | – | ﹤0.01% | 229 |
|
|
2021
Q1 | $4K | Hold |
69
| – | – | ﹤0.01% | 235 |
|
|
2020
Q4 | $4K | Hold |
69
| – | – | ﹤0.01% | 225 |
|
|
2020
Q3 | $4K | Hold |
69
| – | – | ﹤0.01% | 204 |
|
|
2020
Q2 | $4K | Hold |
69
| – | – | ﹤0.01% | 194 |
|
|
2020
Q1 | $4K | Hold |
69
| – | – | ﹤0.01% | 173 |
|
|
2019
Q4 | $4K | Buy |
+69
| New | +$4K | ﹤0.01% | 187 |
|