Clean Yield Group’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 | $105K | Hold |
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|
2025
Q2 | $98K | Hold |
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|
2025
Q1 | $94.6K | Hold |
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|
2024
Q4 | $90.8K | Hold |
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|
2024
Q3 | $96.9K | Hold |
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|
2024
Q2 | $81.8K | Hold |
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|
2024
Q1 | $78.8K | Hold |
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|
2023
Q4 | $76K | Hold |
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|
2023
Q3 | $71.5K | Hold |
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|
2023
Q2 | $78.5K | Hold |
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|
2023
Q1 | $81.2K | Hold |
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|
2022
Q4 | $84.6K | Hold |
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|
2022
Q3 | $79K | Hold |
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|
2022
Q2 | $84K | Hold |
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|
2022
Q1 | $89K | Hold |
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|
2021
Q4 | $86K | Hold |
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|
2021
Q3 | $77K | Hold |
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|
2021
Q2 | $76K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $75K | Hold |
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|
2020
Q3 | $71K | Hold |
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|
2020
Q2 | $68K | Hold |
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|
2020
Q1 | $66K | Hold |
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|
2019
Q4 | $78K | Hold |
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|
2019
Q3 | $78K | Hold |
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|
2019
Q2 | $72K | Hold |
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|
2019
Q1 | $70K | Hold |
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|
2018
Q4 | $64K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $62K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $59K | Hold |
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|
2016
Q2 | $63K | Hold |
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|
2016
Q1 | $58K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $53K | Buy |
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