Colonial Trust Advisors’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 | $93.9K | Buy |
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|
2025
Q1 | $80.7K | Sell |
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|
2024
Q4 | $81.2K | Sell |
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|
2024
Q3 | $110K | Sell |
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|
2024
Q2 | $123K | Sell |
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|
2024
Q1 | $126K | Buy |
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|
2023
Q4 | $116K | Buy |
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|
2023
Q3 | $96.9K | Buy |
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|
2023
Q2 | $95.5K | Hold |
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|
2023
Q1 | $98.8K | Hold |
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|
2022
Q4 | $103K | Buy |
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