Dowling & Yahnke’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $4.45M | Buy |
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2022
Q2 | $4.75M | Sell |
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2022
Q1 | $5.11M | Buy |
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2021
Q4 | $4.75M | Sell |
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2021
Q3 | $4.35M | Buy |
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2021
Q2 | $4.27M | Sell |
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2021
Q1 | $4.36M | Sell |
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2020
Q4 | $4.32M | Sell |
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2020
Q3 | $4.21M | Sell |
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2020
Q2 | $4.01M | Sell |
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2020
Q1 | $4.03M | Buy |
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2019
Q4 | $4.23M | Buy |
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2019
Q3 | $4.17M | Sell |
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2019
Q2 | $3.99M | Buy |
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2019
Q1 | $3.85M | Sell |
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2018
Q4 | $3.72M | Sell |
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2018
Q3 | $3.54M | Sell |
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2018
Q2 | $3.55M | Sell |
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2018
Q1 | $3.53M | Buy |
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2017
Q4 | $3.42M | Sell |
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2017
Q3 | $3.52M | Sell |
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2017
Q2 | $3.5M | Sell |
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2017
Q1 | $3.49M | Sell |
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2016
Q4 | $3.43M | Buy |
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2016
Q3 | $3.34M | Sell |
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2016
Q2 | $3.59M | Sell |
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2016
Q1 | $3.44M | Sell |
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2015
Q4 | $3.06M | Sell |
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2015
Q3 | $3.26M | Sell |
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|||||
2015
Q2 | $3.12M | Sell |
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|||||
2015
Q1 | $3.41M | Sell |
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2014
Q4 | $3.78M | Sell |
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|||||
2014
Q3 | $3.46M | Sell |
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2014
Q2 | $3.72M | Sell |
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2014
Q1 | $3.69M | Sell |
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2013
Q4 | $3.42M | Sell |
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2013
Q3 | $3.45M | Sell |
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2013
Q2 | $3.58M | Buy |
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