Colton Groome Financial 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
Q3 | $1.88M | Buy |
|
|||||
|
2025
Q2 | $1.7M | Buy |
|
|||||
|
2025
Q1 | $1.61M | Sell |
|
|||||
|
2024
Q4 | $1.63M | Buy |
|
|||||
|
2024
Q3 | $1.57M | Buy |
|
|||||
|
2024
Q2 | $1.31M | Sell |
|
|||||
|
2024
Q1 | $1.29M | Buy |
|
|||||
|
2023
Q4 | $1.2M | Buy |
|
|||||
|
2023
Q3 | $848K | Buy |
|
|||||
|
2023
Q2 | $806K | Buy |
|
|||||
|
2023
Q1 | $610K | Buy |
|
|||||
|
2022
Q4 | $415K | Buy |
|
|||||
|
2022
Q3 | $206K | Buy |
|