Creative Financial Designs’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 | $768K | Buy |
|
|||||
|
2025
Q2 | $338K | Sell |
|
|||||
|
2025
Q1 | $335K | Sell |
|
|||||
|
2024
Q4 | $366K | Sell |
|
|||||
|
2024
Q3 | $421K | Buy |
|
|||||
|
2024
Q2 | $327K | Buy |
|
|||||
|
2024
Q1 | $113K | Sell |
|
|||||
|
2023
Q4 | $129K | Sell |
|
|||||
|
2023
Q3 | $163K | Sell |
|
|||||
|
2023
Q2 | $202K | Buy |
|
|||||
|
2023
Q1 | $198K | Sell |
|
|||||
|
2022
Q4 | $210K | Sell |
|
|||||
|
2022
Q3 | $197K | Sell |
|
|||||
|
2022
Q2 | $223K | Buy |
|
|||||
|
2022
Q1 | $170K | Buy |
|
|||||
|
2021
Q4 | $161K | Sell |
|
|||||
|
2021
Q3 | $160K | Buy |
|
|||||
|
2021
Q2 | $137K | Sell |
|
|||||
|
2021
Q1 | $316K | Buy |
|
|||||
|
2020
Q4 | $300K | Buy |
|
|||||
|
2020
Q3 | $274K | Buy |
|
|||||
|
2020
Q2 | $174K | Buy |
|
|||||
|
2020
Q1 | $92K | Buy |
|
|||||
|
2019
Q4 | $55K | Buy |
|
|||||
|
2019
Q3 | $48K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $8K | Sell |
|
|||||
|
2018
Q2 | $22K | Hold |
|
|||||
|
2018
Q1 | $21K | Hold |
|
|||||
|
2017
Q4 | $22K | Hold |
|
|||||
|
2017
Q3 | $23K | Hold |
|
|||||
|
2017
Q2 | $22K | Hold |
|
|||||
|
2017
Q1 | $22K | Hold |
|
|||||
|
2016
Q4 | $21K | Buy |
|