Cumberland 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.78M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $3.79M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $9.47M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $9.46M | Sell |
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|
2016
Q1 | $9.64M | Buy |
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|
2015
Q4 | $7.8M | Sell |
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|
2015
Q3 | $12.4M | Sell |
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|
2015
Q2 | $12.8M | Sell |
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|
2015
Q1 | $14.2M | Sell |
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|
2014
Q4 | $15.3M | Buy |
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|
2014
Q3 | $12M | Buy |
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|
2014
Q2 | $11M | Buy |
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|
2014
Q1 | $8.3M | Buy |
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