David J. Yvars Group’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
Q2 | $817K | Buy |
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|
2025
Q1 | $781K | Sell |
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|
2024
Q4 | $860K | Buy |
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|
2024
Q3 | $913K | Buy |
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|
2024
Q2 | $777K | Buy |
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|
2024
Q1 | $737K | Buy |
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|
2023
Q4 | $713K | Buy |
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|
2023
Q3 | $661K | Sell |
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|
2023
Q2 | $906K | Buy |
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|
2023
Q1 | $938K | Sell |
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|
2022
Q4 | $995K | Buy |
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|
2022
Q3 | $930K | Sell |
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|
2022
Q2 | $996K | Buy |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $860K | Buy |
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|
2021
Q3 | $493K | Sell |
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|
2021
Q2 | $564K | Buy |
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|
2021
Q1 | $566K | Sell |
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|
2020
Q4 | $1.2M | Buy |
|