Colonial River Investments’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 | $241K | Sell |
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|
2025
Q1 | $294K | Sell |
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|
2024
Q4 | $416K | Sell |
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|
2024
Q3 | $474K | Sell |
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|
2024
Q2 | $450K | Sell |
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|
2024
Q1 | $469K | Sell |
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|
2023
Q4 | $1.52M | Buy |
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|
2023
Q3 | $604K | Sell |
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|
2023
Q2 | $684K | Sell |
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|
2023
Q1 | $1M | Sell |
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|
2022
Q4 | $1.64M | Buy |
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|
2022
Q3 | $1.42M | Buy |
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|
2022
Q2 | $1.48M | Buy |
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|
2022
Q1 | $1.51M | Sell |
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|
2021
Q4 | $2.06M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.82M | Buy |
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|
2021
Q1 | $1.62M | Buy |
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|
2020
Q4 | $1.45K | Buy |
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