GeoWealth Management’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 | $1.29M | Buy |
|
|||||
|
2025
Q2 | $917K | Sell |
|
|||||
|
2025
Q1 | $1.69M | Buy |
|
|||||
|
2024
Q4 | $1.29M | Buy |
|
|||||
|
2024
Q3 | $1.24M | Sell |
|
|||||
|
2024
Q2 | $2.51M | Buy |
|
|||||
|
2024
Q1 | $1.59M | Sell |
|
|||||
|
2023
Q4 | $1.59M | Sell |
|
|||||
|
2023
Q3 | $10.1M | Buy |
|
|||||
|
2023
Q2 | $2.96M | Buy |
|
|||||
|
2023
Q1 | $2.8M | Sell |
|
|||||
|
2022
Q4 | $6.41M | Buy |
|
|||||
|
2022
Q3 | $2.9M | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $265K | Buy |
|
|||||
|
2021
Q1 | $252K | Sell |
|
|||||
|
2020
Q4 | $299K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $412K | Buy |
|