Endurance Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $467K | Sell |
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|
2023
Q1 | $520K | Sell |
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|
2022
Q4 | $547K | Buy |
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|
2022
Q3 | $498K | Buy |
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|
2022
Q2 | $516K | Sell |
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|
2022
Q1 | $597K | Sell |
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|
2021
Q4 | $630K | Sell |
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|
2021
Q3 | $578K | Sell |
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|
2021
Q2 | $611K | Sell |
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|
2021
Q1 | $669K | Sell |
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|
2020
Q4 | $733K | Sell |
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|
2020
Q3 | $704K | Sell |
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|
2020
Q2 | $683K | Sell |
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|
2020
Q1 | $683K | Sell |
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|
2019
Q4 | $862K | Buy |
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|
2019
Q3 | $761K | Buy |
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|
2019
Q2 | $252K | Buy |
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|
2019
Q1 | $197K | Buy |
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|
2018
Q4 | $176K | Sell |
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|
2018
Q3 | $187K | Hold |
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|
2018
Q2 | $185K | Sell |
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|
2018
Q1 | $230K | Sell |
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|
2017
Q4 | $268K | Sell |
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|
2017
Q3 | $307K | Buy |
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|
2017
Q2 | $294K | Buy |
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|
2017
Q1 | $270K | Buy |
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|
2016
Q4 | $229K | Hold |
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|
2016
Q3 | $224K | Sell |
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|
2016
Q2 | $253K | Buy |
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|
2016
Q1 | $229 | Sell |
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|
2015
Q4 | $351K | Buy |
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|
2015
Q3 | $202K | Sell |
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|
2015
Q2 | $198K | Hold |
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|
2015
Q1 | $212K | Buy |
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|
2014
Q4 | $214K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $204K | Buy |
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