Chesapeake Wealth Management’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 | $955K | Buy |
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|
2025
Q2 | $872K | Sell |
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|
2025
Q1 | $878K | Sell |
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|
2024
Q4 | $859K | Sell |
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|
2024
Q3 | $917K | Sell |
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|
2024
Q2 | $807K | Buy |
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|
2024
Q1 | $756K | Buy |
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|
2023
Q4 | $702K | Sell |
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|
2023
Q3 | $659K | Buy |
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|
2023
Q2 | $714K | Buy |
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|
2023
Q1 | $674K | Buy |
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|
2022
Q4 | $701K | Buy |
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|
2022
Q3 | $651K | Buy |
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|
2022
Q2 | $640K | Buy |
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|
2022
Q1 | $631K | Buy |
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|
2021
Q4 | $578K | Buy |
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|
2021
Q3 | $500K | Buy |
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|
2021
Q2 | $488K | Buy |
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|
2021
Q1 | $457K | Buy |
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|
2020
Q4 | $435K | Buy |
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|
2020
Q3 | $410K | Buy |
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|
2020
Q2 | $385K | Sell |
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|
2020
Q1 | $396K | Sell |
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|
2019
Q4 | $468K | Buy |
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|
2019
Q3 | $432K | Buy |
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|
2019
Q2 | $378K | Sell |
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|
2019
Q1 | $395K | Buy |
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|
2018
Q4 | $354K | Sell |
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|
2018
Q3 | $363K | Buy |
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|
2018
Q2 | $332K | Sell |
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|
2018
Q1 | $330K | Buy |
|