Concourse Financial Group Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $342K | Buy |
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|
2024
Q3 | $345K | Sell |
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|
2024
Q2 | $334K | Sell |
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|
2024
Q1 | $359K | Sell |
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|
2023
Q4 | $824K | Sell |
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|
2023
Q3 | $3.95M | Sell |
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|
2023
Q2 | $4.47M | Buy |
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|
2023
Q1 | $306K | Sell |
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|
2022
Q4 | $372K | Buy |
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|
2022
Q3 | $310K | Sell |
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|
2022
Q2 | $380K | Sell |
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|
2022
Q1 | $440K | Sell |
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|
2021
Q4 | $532K | Buy |
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|
2021
Q3 | $428K | Buy |
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|
2021
Q2 | $361K | Sell |
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|
2021
Q1 | $408K | Sell |
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|
2020
Q4 | $528K | Buy |
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|
2020
Q3 | $476K | Buy |
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|
2020
Q2 | $382K | Sell |
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|
2020
Q1 | $385K | Buy |
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|
2019
Q4 | $383K | Buy |
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|
2019
Q3 | $209K | Sell |
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|
2019
Q2 | $1.32M | Sell |
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|
2019
Q1 | $1.39M | Sell |
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|
2018
Q4 | $1.52M | Buy |
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|
2018
Q3 | $261K | Buy |
|