CLA (CliftonLarsonAllen) Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $751K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $690K | Sell |
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|
2023
Q3 | $659K | Sell |
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|
2023
Q2 | $889K | Sell |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $1.72M | Sell |
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|
2022
Q3 | $2.74M | Sell |
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|
2022
Q2 | $4.03M | Sell |
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|
2022
Q1 | $5.7M | Sell |
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|
2021
Q4 | $6.81M | Buy |
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|
2021
Q3 | $5.76M | Buy |
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|
2021
Q2 | $4.45M | Buy |
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|
2021
Q1 | $4.05M | Buy |
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|
2020
Q4 | $2.5M | Sell |
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|
2020
Q3 | $2.42M | Buy |
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|
2020
Q2 | $2.27M | Buy |
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