Delos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $46K | Sell |
|
|||||
|
2025
Q2 | $51.3K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $47.5K | Hold |
|
|||||
|
2024
Q3 | $50.7K | Hold |
|
|||||
|
2024
Q2 | $42.8K | Hold |
|
|||||
|
2024
Q1 | $41.2K | Hold |
|
|||||
|
2023
Q4 | $39.8K | Hold |
|
|||||
|
2023
Q3 | $39.5K | Hold |
|
|||||
|
2023
Q2 | $41.1K | Hold |
|
|||||
|
2023
Q1 | $42.5K | Sell |
|
|||||
|
2022
Q4 | $48.7K | Sell |
|
|||||
|
2022
Q3 | $47K | Buy |
|
|||||
|
2022
Q2 | $48K | Sell |
|
|||||
|
2022
Q1 | $58K | Sell |
|
|||||
|
2021
Q4 | $154K | Hold |
|
|||||
|
2021
Q3 | $137K | Sell |
|
|||||
|
2021
Q2 | $755K | Buy |
|