Garde Capital’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 | $241K | Hold |
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|
2025
Q1 | $233K | Hold |
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|
2024
Q4 | $223K | Buy |
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|
2024
Q3 | $162K | Hold |
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|
2024
Q2 | $136K | Hold |
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|
2024
Q1 | $131K | Hold |
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|
2023
Q4 | $127K | Hold |
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|
2023
Q3 | $118K | Sell |
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|
2023
Q2 | $148K | Hold |
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|
2023
Q1 | $153K | Hold |
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|
2022
Q4 | $160K | Hold |
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|
2022
Q3 | $148K | Sell |
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|
2022
Q2 | $532K | Hold |
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|
2022
Q1 | $565K | Hold |
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|
2021
Q4 | $543K | Buy |
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|
2021
Q3 | $455K | Buy |
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|
2021
Q2 | $339K | Hold |
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|
2021
Q1 | $343K | Buy |
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|
2020
Q4 | $319K | Buy |
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