Farmers & Merchants Investments Inc’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1K | Hold |
173
| – | – | ﹤0.01% | 634 |
|
|
2025
Q1 | $13.6K | Sell |
173
-124
| -42% | -$9.78K | ﹤0.01% | 622 |
|
|
2024
Q4 | $22.5K | Buy |
297
+127
| +75% | +$9.61K | ﹤0.01% | 555 |
|
|
2024
Q3 | $13.7K | Sell |
170
-400
| -70% | -$32.3K | ﹤0.01% | 647 |
|
|
2024
Q2 | $38.8K | Sell |
570
-200
| -26% | -$13.6K | ﹤0.01% | 465 |
|
|
2024
Q1 | $50.6K | Hold |
770
| – | – | ﹤0.01% | 403 |
|
|
2023
Q4 | $48.8K | Sell |
770
-243
| -24% | -$15.4K | ﹤0.01% | 395 |
|
|
2023
Q3 | $59.7K | Hold |
1,013
| – | – | ﹤0.01% | 375 |
|
|
2023
Q2 | $66.3K | Hold |
1,013
| – | – | ﹤0.01% | 373 |
|
|
2023
Q1 | $68.6K | Hold |
1,013
| – | – | ﹤0.01% | 369 |
|
|
2022
Q4 | $71.4K | Hold |
1,013
| – | – | ﹤0.01% | 366 |
|
|
2022
Q3 | $66K | Sell |
1,013
-7
| -0.7% | -$456 | ﹤0.01% | 382 |
|
|
2022
Q2 | $72K | Buy |
1,020
+400
| +65% | +$28.2K | ﹤0.01% | 368 |
|
|
2022
Q1 | $46K | Hold |
620
| – | – | ﹤0.01% | 437 |
|
|
2021
Q4 | $44K | Sell |
620
-50
| -7% | -$3.55K | ﹤0.01% | 442 |
|
|
2021
Q3 | $43K | Hold |
670
| – | – | ﹤0.01% | 425 |
|
|
2021
Q2 | $42K | Hold |
670
| – | – | ﹤0.01% | 385 |
|
|
2021
Q1 | $43K | Sell |
670
-50
| -7% | -$3.21K | ﹤0.01% | 353 |
|
|
2020
Q4 | $45K | Hold |
720
| – | – | ﹤0.01% | 341 |
|
|
2020
Q3 | $43K | Hold |
720
| – | – | ﹤0.01% | 337 |
|
|
2020
Q2 | $41K | Hold |
720
| – | – | ﹤0.01% | 333 |
|
|
2020
Q1 | $40K | Sell |
720
-346
| -32% | -$19.2K | ﹤0.01% | 311 |
|
|
2019
Q4 | $69K | Sell |
1,066
-175
| -14% | -$11.3K | ﹤0.01% | 290 |
|
|
2019
Q3 | $80K | Buy |
1,241
+441
| +55% | +$28.4K | 0.01% | 277 |
|
|
2019
Q2 | $48K | Hold |
800
| – | – | ﹤0.01% | 330 |
|
|
2019
Q1 | $47K | Hold |
800
| – | – | ﹤0.01% | 324 |
|
|
2018
Q4 | $42K | Sell |
800
-1,100
| -58% | -$57.8K | ﹤0.01% | 323 |
|
|
2018
Q3 | $100K | Buy |
1,900
+1,000
| +111% | +$52.6K | 0.01% | 272 |
|
|
2018
Q2 | $47K | Hold |
900
| – | – | ﹤0.01% | 333 |
|
|
2018
Q1 | $45K | Hold |
900
| – | – | ﹤0.01% | 335 |
|
|
2017
Q4 | $47K | Hold |
900
| – | – | ﹤0.01% | 333 |
|
|
2017
Q3 | $48K | Hold |
900
| – | – | ﹤0.01% | 322 |
|
|
2017
Q2 | $47K | Hold |
900
| – | – | ﹤0.01% | 338 |
|
|
2017
Q1 | $46K | Sell |
900
-725
| -45% | -$37.1K | ﹤0.01% | 320 |
|
|
2016
Q4 | $79K | Sell |
1,625
-250
| -13% | -$12.2K | 0.01% | 302 |
|
|
2016
Q3 | $92K | Hold |
1,875
| – | – | 0.01% | 255 |
|
|
2016
Q2 | $98K | Hold |
1,875
| – | – | 0.01% | 234 |
|
|
2016
Q1 | $93K | Hold |
1,875
| – | – | 0.01% | 235 |
|
|
2015
Q4 | $81K | Sell |
1,875
-200
| -10% | -$8.64K | 0.01% | 253 |
|
|
2015
Q3 | $90K | Buy |
2,075
+600
| +41% | +$26K | 0.01% | 240 |
|
|
2015
Q2 | $61K | Hold |
1,475
| – | – | 0.01% | 271 |
|
|
2015
Q1 | $66K | Hold |
1,475
| – | – | 0.01% | 267 |
|
|
2014
Q4 | $70K | Hold |
1,475
| – | – | 0.01% | 253 |
|
|
2014
Q3 | $62K | Hold |
1,475
| – | – | 0.01% | 266 |
|
|
2014
Q2 | $65K | Hold |
1,475
| – | – | 0.01% | 260 |
|
|
2014
Q1 | $61K | Hold |
1,475
| – | – | 0.01% | 267 |
|
|
2013
Q4 | $56K | Sell |
1,475
-100
| -6% | -$3.8K | 0.01% | 279 |
|
|
2013
Q3 | $59K | Sell |
1,575
-200
| -11% | -$7.49K | 0.01% | 271 |
|
|
2013
Q2 | $67K | Buy |
+1,775
| New | +$67K | 0.01% | 264 |
|