CWA Asset Management Group’s Utilities Select Sector SPDR Fund XLU Stock Holding History

CWA Asset Management Group’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.46M	Buy
2025 Q1	$1.37M	Buy
2024 Q4	$508K	Buy
2019 Q3	–	Sell
2019 Q2	$278K	Sell
2019 Q1	$321K	Hold
2018 Q4	$292K	Hold
2018 Q3	$291K	Hold
2018 Q2	$287K	Sell
2018 Q1	$356K	Buy