Greenwood Capital Associates’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 | $3.3M | Sell |
|
|||||
|
2025
Q2 | $3.13M | Sell |
|
|||||
|
2025
Q1 | $3.12M | Buy |
|
|||||
|
2024
Q4 | $2.76M | Sell |
|
|||||
|
2024
Q3 | $3M | Buy |
|
|||||
|
2024
Q2 | $2.5M | Buy |
|
|||||
|
2024
Q1 | $2.22M | Buy |
|
|||||
|
2023
Q4 | $1.34M | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $258K | Hold |
|
|||||
|
2022
Q3 | $240K | Sell |
|
|||||
|
2022
Q2 | $650K | Buy |
|
|||||
|
2022
Q1 | $252K | Sell |
|
|||||
|
2021
Q4 | $272K | Hold |
|
|||||
|
2021
Q3 | $242K | Buy |
|
|||||
|
2021
Q2 | $233K | Hold |
|
|||||
|
2021
Q1 | $236K | Sell |
|
|||||
|
2020
Q4 | $366K | Sell |
|
|||||
|
2020
Q3 | $404K | Buy |
|
|||||
|
2020
Q2 | $247K | Hold |
|
|||||
|
2020
Q1 | $242K | Buy |
|
|||||
|
2019
Q4 | $214K | Sell |
|
|||||
|
2019
Q3 | $418K | Buy |
|