Evermay 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 | $101K | Sell |
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|
2025
Q2 | $95.5K | Sell |
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|
2025
Q1 | $94.2K | Hold |
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|
2024
Q4 | $90.5K | Sell |
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|
2024
Q3 | $101K | Hold |
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|
2024
Q2 | $85.5K | Sell |
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|
2024
Q1 | $105K | Hold |
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|
2023
Q4 | $101K | Hold |
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|
2023
Q3 | $94.3K | Buy |
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|
2023
Q2 | $82.1K | Hold |
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|
2023
Q1 | $85K | Buy |
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|
2022
Q4 | $87.8K | Hold |
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|
2022
Q3 | $82K | Buy |
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|
2022
Q2 | $73K | Buy |
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|
2022
Q1 | $72K | Hold |
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|
2021
Q4 | $69K | Hold |
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|
2021
Q3 | $62K | Hold |
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|
2021
Q2 | $61K | Buy |
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