Evoke Wealth’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
Q2 | $1.52M | Buy |
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|
2025
Q1 | $771K | Buy |
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|
2024
Q4 | $233K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $52K | Hold |
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|
2022
Q2 | $56K | Hold |
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|
2022
Q1 | $60K | Sell |
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|
2021
Q4 | $111K | Buy |
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|
2021
Q3 | $47K | Hold |
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|
2021
Q2 | $47K | Hold |
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|
2021
Q1 | $48K | Sell |
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|
2020
Q4 | $55K | Hold |
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|
2020
Q3 | $52K | Hold |
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|
2020
Q2 | $49K | Buy |
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|
2020
Q1 | $41.6K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $48.6K | Buy |
|