DJYG
David J. Yvars Group’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $817K | Buy |
10,030
+50
| +0.5% | +$4.07K | 0.48% | 30 |
|
|
2025
Q1 | $781K | Sell |
9,980
-1,380
| -12% | -$108K | 0.61% | 28 |
|
|
2024
Q4 | $860K | Buy |
11,360
+26
| +0.2% | +$1.97K | 0.52% | 31 |
|
|
2024
Q3 | $913K | Buy |
11,334
+21
| +0.2% | +$1.69K | 0.57% | 30 |
|
|
2024
Q2 | $777K | Buy |
11,313
+24
| +0.2% | +$1.65K | 0.49% | 32 |
|
|
2024
Q1 | $737K | Buy |
11,289
+35
| +0.3% | +$2.29K | 0.5% | 34 |
|
|
2023
Q4 | $713K | Buy |
11,254
+28
| +0.2% | +$1.78K | 0.57% | 28 |
|
|
2023
Q3 | $661K | Sell |
11,226
-2,730
| -20% | -$161K | 0.55% | 31 |
|
|
2023
Q2 | $906K | Buy |
13,956
+27
| +0.2% | +$1.75K | 0.75% | 23 |
|
|
2023
Q1 | $938K | Sell |
13,929
-82
| -0.6% | -$5.52K | 0.85% | 25 |
|
|
2022
Q4 | $995K | Buy |
14,011
+27
| +0.2% | +$1.92K | 1.25% | 16 |
|
|
2022
Q3 | $930K | Sell |
13,984
-123
| -0.9% | -$8.18K | 1.03% | 21 |
|
|
2022
Q2 | $996K | Buy |
14,107
+24
| +0.2% | +$1.69K | 1.35% | 17 |
|
|
2022
Q1 | $1.05M | Buy |
14,083
+2,036
| +17% | +$152K | 0.73% | 29 |
|
|
2021
Q4 | $860K | Buy |
12,047
+4,322
| +56% | +$309K | 0.53% | 27 |
|
|
2021
Q3 | $493K | Sell |
7,725
-1,178
| -13% | -$75.2K | 0.29% | 48 |
|
|
2021
Q2 | $564K | Buy |
8,903
+22
| +0.2% | +$1.39K | 0.32% | 48 |
|
|
2021
Q1 | $566K | Sell |
8,881
-10,570
| -54% | -$674K | 0.36% | 43 |
|
|
2020
Q4 | $1.2M | Buy |
+19,451
| New | +$1.2M | 0.82% | 22 |
|