Goldstein 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 | $284K | Hold |
|
|||||
|
2025
Q2 | $266K | Hold |
|
|||||
|
2025
Q1 | $257K | Hold |
|
|||||
|
2024
Q4 | $247K | Hold |
|
|||||
|
2024
Q3 | $263K | Hold |
|
|||||
|
2024
Q2 | $222K | Hold |
|
|||||
|
2024
Q1 | $214K | Hold |
|
|||||
|
2023
Q4 | $207K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $213K | Buy |
|
|||||
|
2023
Q1 | $219K | Buy |
|