Dumont & Blake Investment 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 | $828K | Sell |
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|
2025
Q2 | $789K | Sell |
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|
2025
Q1 | $773K | Sell |
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|
2024
Q4 | $750K | Sell |
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|
2024
Q3 | $810K | Sell |
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|
2024
Q2 | $1.37M | Buy |
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|
2024
Q1 | $669K | Sell |
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|
2023
Q4 | $669K | Sell |
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|
2023
Q3 | $681K | Sell |
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|
2023
Q2 | $765K | Buy |
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|
2023
Q1 | $787K | Sell |
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|
2022
Q4 | $884K | Sell |
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|
2022
Q3 | $841K | Sell |
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|
2022
Q2 | $902K | Sell |
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|
2022
Q1 | $958K | Hold |
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|
2021
Q4 | $921K | Sell |
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|
2021
Q3 | $842K | Hold |
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|
2021
Q2 | $834K | Buy |
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|
2021
Q1 | $842K | Sell |
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|
2020
Q4 | $828K | Sell |
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|
2020
Q3 | $886K | Sell |
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|
2020
Q2 | $846K | Hold |
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|
2020
Q1 | $831K | Hold |
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|
2019
Q4 | $969K | Sell |
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|
2019
Q3 | $976K | Sell |
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|
2019
Q2 | $923K | Sell |
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|
2019
Q1 | $905K | Hold |
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|
2018
Q4 | $823K | Sell |
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|
2018
Q3 | $847K | Hold |
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|
2018
Q2 | $836K | Hold |
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|
2018
Q1 | $813K | Sell |
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|
2017
Q4 | $868K | Sell |
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|
2017
Q3 | $1.09M | Hold |
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|
2017
Q2 | $1.07M | Sell |
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|
2017
Q1 | $1.07M | Hold |
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|
2016
Q4 | $1.01M | Hold |
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|
2016
Q3 | $1.02M | Hold |
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|
2016
Q2 | $1.09M | Hold |
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|
2016
Q1 | $1.03M | Sell |
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|
2015
Q4 | $930K | Hold |
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|
2015
Q3 | $931K | Sell |
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|
2015
Q2 | $919K | Hold |
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|
2015
Q1 | $985K | Hold |
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|
2014
Q4 | $1.05M | Sell |
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|
2014
Q3 | $936K | Hold |
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|
2014
Q2 | $984K | Sell |
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|
2014
Q1 | $930K | Sell |
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|
2013
Q4 | $931K | Sell |
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|
2013
Q3 | $1.09M | Hold |
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|
2013
Q2 | $1.1M | Buy |
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