Gofen & Glossberg’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $225K | Hold |
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|
2022
Q3 | $210K | Buy |
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|
2022
Q2 | $222K | Sell |
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|
2022
Q1 | $243K | Sell |
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|
2021
Q4 | $236K | Buy |
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|
2021
Q3 | $209K | Hold |
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|
2021
Q2 | $206K | Sell |
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|
2021
Q1 | $215K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $211K | Sell |
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|
2019
Q4 | $261K | Buy |
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|
2019
Q3 | $245K | Hold |
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|
2019
Q2 | $226K | Hold |
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|
2019
Q1 | $220K | Buy |
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