Comprehensive Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $772K | Buy |
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|
2023
Q4 | $646K | Sell |
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|
2023
Q3 | $618K | Buy |
|
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|
2023
Q2 | $649K | Buy |
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|
2023
Q1 | $646K | Buy |
|
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|
2022
Q4 | $672K | Buy |
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|
2022
Q3 | $596K | Buy |
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|
2022
Q2 | $621K | Buy |
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|
2022
Q1 | $510K | Buy |
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|
2021
Q4 | $350K | Buy |
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|
2021
Q3 | $258K | Buy |
|