Collaborative 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
Q2 | $2.29M | Sell |
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|
2025
Q1 | $2.56M | Sell |
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|
2024
Q4 | $2.54M | Sell |
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|
2024
Q3 | $2.83M | Sell |
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|
2024
Q2 | $2.5M | Sell |
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|
2024
Q1 | $2.55M | Sell |
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|
2023
Q4 | $2.64M | Sell |
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|
2023
Q3 | $2.54M | Buy |
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|
2023
Q2 | $2.76M | Buy |
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|
2023
Q1 | $2.51M | Buy |
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|
2022
Q4 | $2.34M | Buy |
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|
2022
Q3 | $1.85M | Sell |
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|
2022
Q2 | $2.05M | Buy |
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|
2021
Q4 | $1.56M | Buy |
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|
2021
Q1 | $1.86M | Buy |
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