Coastline Trust’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 | $66.2K | Hold |
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|
2025
Q2 | $62K | Buy |
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|
2025
Q1 | $47.3K | Sell |
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|
2024
Q4 | $47.3K | Buy |
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|
2024
Q3 | $48.5K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $228K | Sell |
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|
2022
Q4 | $251K | Sell |
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|
2022
Q3 | $262K | Hold |
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|
2022
Q2 | $281K | Buy |
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|
2022
Q1 | $296K | Sell |
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|
2021
Q4 | $306K | Sell |
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|
2021
Q3 | $273K | Buy |
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|
2021
Q2 | $269K | Sell |
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|
2021
Q1 | $278K | Buy |
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|
2020
Q4 | $254K | Sell |
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|
2020
Q3 | $242K | Sell |
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|
2020
Q2 | $233K | Sell |
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|
2020
Q1 | $230K | Sell |
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|
2019
Q4 | $270K | Hold |
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|
2019
Q3 | $270K | Sell |
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|
2019
Q2 | $250K | Sell |
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|
2019
Q1 | $255K | Sell |
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|
2018
Q4 | $233K | Buy |
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|
2018
Q3 | $231K | Buy |
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|
2018
Q2 | $221K | Buy |
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|
2018
Q1 | $205K | Sell |
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|
2017
Q4 | $328K | Hold |
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|
2017
Q3 | $330K | Sell |
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|
2017
Q2 | $861K | Sell |
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|
2017
Q1 | $948K | Buy |
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|
2016
Q4 | $882K | Sell |
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|
2016
Q3 | $902K | Sell |
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|
2016
Q2 | $967K | Sell |
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|
2016
Q1 | $921K | Sell |
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|
2015
Q4 | $823K | Sell |
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|
2015
Q3 | $836K | Buy |
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|
2015
Q2 | $792K | Buy |
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|
2015
Q1 | $844K | Buy |
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|
2014
Q4 | $712K | Buy |
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|
2014
Q3 | $566K | Sell |
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|
2014
Q2 | $622K | Hold |
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|
2014
Q1 | $583K | Hold |
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|
2013
Q4 | $533K | Buy |
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|
2013
Q3 | $513K | Hold |
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|
2013
Q2 | $517K | Buy |
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