EPG Wealth Management’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 | $56.4K | Buy |
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|
2025
Q2 | $43.8K | Sell |
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|
2025
Q1 | $84.1K | Buy |
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|
2024
Q4 | $78.4K | Sell |
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|
2024
Q3 | $189K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $158K | Buy |
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|
2023
Q4 | $144K | Sell |
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|
2023
Q3 | $171K | Sell |
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|
2023
Q2 | $976K | Buy |
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|
2023
Q1 | $1.01M | Sell |
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|
2022
Q4 | $1.08M | Sell |
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|
2022
Q3 | $1.29M | Buy |
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|
2022
Q2 | $1.37M | Buy |
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|
2022
Q1 | $1.44M | Buy |
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|
2021
Q4 | $1.11M | Buy |
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|
2021
Q3 | $977K | Buy |
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|
2021
Q2 | $748K | Buy |
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|
2021
Q1 | $589K | Sell |
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|
2020
Q4 | $650K | Sell |
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|
2020
Q3 | $682K | Sell |
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|
2020
Q2 | $1.04M | Sell |
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|
2020
Q1 | $1.09M | Buy |
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|
2019
Q4 | $278K | Buy |
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