Forvis Mazars Wealth Advisors’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 | $1.02M | Sell |
|
|||||
|
2025
Q2 | $986K | Sell |
|
|||||
|
2025
Q1 | $966K | Sell |
|
|||||
|
2024
Q4 | $946K | Hold |
|
|||||
|
2024
Q3 | $1.01M | Sell |
|
|||||
|
2024
Q2 | $896K | Sell |
|
|||||
|
2024
Q1 | $949K | Sell |
|
|||||
|
2023
Q4 | $921K | Sell |
|
|||||
|
2023
Q3 | $908K | Buy |
|
|||||
|
2023
Q2 | $973K | Sell |
|
|||||
|
2023
Q1 | $1.07M | Buy |
|
|||||
|
2022
Q4 | $1.11M | Sell |
|
|||||
|
2022
Q3 | $1.11M | Hold |
|
|||||
|
2022
Q2 | $1.19M | Hold |
|
|||||
|
2022
Q1 | $1.26M | Buy |
|
|||||
|
2021
Q4 | $1.15M | Sell |
|
|||||
|
2021
Q3 | $1.06M | Sell |
|
|||||
|
2021
Q2 | $1.05M | Sell |
|
|||||
|
2021
Q1 | $1.21M | Buy |
|
|||||
|
2020
Q4 | $1.12M | Buy |
|
|||||
|
2020
Q3 | $1M | Sell |
|
|||||
|
2020
Q2 | $1.04M | Sell |
|
|||||
|
2020
Q1 | $1.15M | Sell |
|
|||||
|
2019
Q4 | $1.46M | Sell |
|
|||||
|
2019
Q3 | $1.52M | Sell |
|
|||||
|
2019
Q2 | $1.4M | Sell |
|
|||||
|
2019
Q1 | $1.37M | Buy |
|
|||||
|
2018
Q4 | $1.22M | Buy |
|
|||||
|
2018
Q3 | $1.15M | Buy |
|
|||||
|
2018
Q2 | $1.06M | Sell |
|
|||||
|
2018
Q1 | $1.05M | Buy |
|
|||||
|
2017
Q4 | $935K | Buy |
|
|||||
|
2017
Q3 | $847K | Buy |
|
|||||
|
2017
Q2 | $733K | Buy |
|
|||||
|
2017
Q1 | $714K | Buy |
|
|||||
|
2016
Q4 | $485K | Buy |
|
|||||
|
2016
Q3 | $466K | Buy |
|
|||||
|
2016
Q2 | $462K | Sell |
|
|||||
|
2016
Q1 | $472K | Buy |
|
|||||
|
2015
Q4 | $399K | Buy |
|
|||||
|
2015
Q3 | $298K | Sell |
|
|||||
|
2015
Q2 | $295K | Buy |
|
|||||
|
2015
Q1 | $314K | Sell |
|
|||||
|
2014
Q4 | $351K | Buy |
|
|||||
|
2014
Q3 | $296K | Buy |
|
|||||
|
2014
Q2 | $308K | Buy |
|
|||||
|
2014
Q1 | $258K | Buy |
|
|||||
|
2013
Q4 | $234K | Buy |
|