Cypress Wealth Services’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 | $238K | Hold |
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|
2025
Q2 | $223K | Buy |
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|
2025
Q1 | $215K | Hold |
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|
2024
Q4 | $207K | Hold |
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|
2024
Q3 | $220K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $203K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $324K | Sell |
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|
2020
Q4 | $330K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $296K | Sell |
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|
2020
Q1 | $296K | Buy |
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|
2019
Q4 | $331K | Buy |
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|
2019
Q3 | $332K | Buy |
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|
2019
Q2 | $299K | Buy |
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