Evelyn V. Moreno’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
Q4 | – | Sell |
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|
2023
Q3 | $1.65M | Sell |
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|
2023
Q2 | $3.59M | Buy |
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|
2023
Q1 | $3.7M | Buy |
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|
2022
Q4 | $3.49M | Buy |
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|
2022
Q3 | $1.73M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $417K | Sell |
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|
2020
Q2 | $398K | Sell |
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|
2020
Q1 | $402K | Sell |
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|
2019
Q4 | $475K | Sell |
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|
2019
Q3 | $479K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $431K | Hold |
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|
2018
Q4 | $392K | Hold |
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|
2018
Q3 | $389K | Sell |
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|
2018
Q2 | $416K | Hold |
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|
2018
Q1 | $405K | Buy |
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|
2017
Q4 | $393K | Sell |
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|
2017
Q3 | $398K | Sell |
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|
2017
Q2 | $468K | Hold |
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|
2017
Q1 | $462K | Hold |
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|
2016
Q4 | $437K | Sell |
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|
2016
Q3 | $443K | Hold |
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|
2016
Q2 | $475K | Hold |
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|
2016
Q1 | $450K | Hold |
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|
2015
Q4 | $392K | Buy |
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|
2015
Q3 | $383K | Hold |
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|
2015
Q2 | $368K | Sell |
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|
2015
Q1 | $865K | Buy |
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|
2014
Q4 | $872K | Sell |
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|
2014
Q3 | $3.03M | Sell |
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|
2014
Q2 | $3.23M | Buy |
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|
2014
Q1 | $2.84M | Buy |
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|
2013
Q4 | $2.32M | Buy |
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