FineMark National Bank & Trust’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 | $709K | Sell |
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|
2025
Q2 | $676K | Sell |
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|
2025
Q1 | $657K | Buy |
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|
2024
Q4 | $611K | Buy |
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|
2024
Q3 | $652K | Hold |
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|
2024
Q2 | $550K | Hold |
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|
2024
Q1 | $530K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $724K | Sell |
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|
2022
Q4 | $781K | Buy |
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|
2022
Q3 | $670K | Sell |
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|
2022
Q2 | $765K | Sell |
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|
2022
Q1 | $843K | Buy |
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|
2021
Q4 | $634K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $382K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $446K | Buy |
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|
2018
Q1 | $394K | Buy |
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|
2017
Q4 | $402K | Buy |
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|
2017
Q3 | $315K | Buy |
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|
2017
Q2 | $308K | Buy |
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|
2017
Q1 | $225K | Sell |
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|
2016
Q4 | $215K | Sell |
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|
2016
Q3 | $252K | Buy |
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|
2016
Q2 | $270K | Buy |
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|
2016
Q1 | $206K | Sell |
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|
2015
Q4 | $185K | Buy |
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|
2015
Q3 | $117K | Sell |
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|
2015
Q2 | $178K | Buy |
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|
2015
Q1 | $182K | Buy |
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|
2014
Q4 | $170K | Buy |
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|
2014
Q3 | $123K | Hold |
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|
2014
Q2 | $129K | Sell |
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|
2014
Q1 | $133K | Buy |
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|
2013
Q4 | $61K | Sell |
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|
2013
Q3 | $87K | Buy |
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