Hanson & Doremus Investment Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12K Hold
150
﹤0.01% 429
2025
Q1
$12K Hold
150
﹤0.01% 424
2024
Q4
$11K Hold
150
﹤0.01% 414
2024
Q3
$12K Hold
150
﹤0.01% 390
2024
Q2
$10K Hold
150
﹤0.01% 411
2024
Q1
$10K Hold
150
﹤0.01% 405
2023
Q4
$9K Hold
150
﹤0.01% 410
2023
Q3
$9K Hold
150
﹤0.01% 389
2023
Q2
$10K Sell
150
-742
-83% -$49.5K ﹤0.01% 407
2023
Q1
$60K Hold
892
0.01% 280
2022
Q4
$63K Hold
892
0.01% 277
2022
Q3
$58K Hold
892
0.02% 281
2022
Q2
$63K Hold
892
0.02% 277
2022
Q1
$66K Buy
892
+150
+20% +$11.1K 0.01% 287
2021
Q4
$53K Hold
742
0.01% 300
2021
Q3
$47K Hold
742
0.01% 302
2021
Q2
$44K Hold
742
0.01% 275
2021
Q1
$48K Hold
742
0.01% 299
2020
Q4
$47K Hold
742
0.01% 288
2020
Q3
$44K Hold
742
0.01% 275
2020
Q2
$42K Hold
742
0.01% 277
2020
Q1
$41K Hold
742
0.01% 280
2019
Q4
$48K Hold
742
0.01% 295
2019
Q3
$48K Hold
742
0.01% 284
2019
Q2
$44K Hold
742
0.01% 292
2019
Q1
$43K Hold
742
0.01% 287
2018
Q4
$39K Hold
742
0.01% 280
2018
Q3
$39K Sell
742
-380
-34% -$20K 0.01% 304
2018
Q2
$58K Hold
1,122
0.02% 278
2018
Q1
$57K Hold
1,122
0.02% 290
2017
Q4
$59K Hold
1,122
0.02% 279
2017
Q3
$60K Hold
1,122
0.02% 267
2017
Q2
$58K Hold
1,122
0.02% 263
2017
Q1
$58K Sell
1,122
-1,915
-63% -$99K 0.02% 259
2016
Q4
$148K Buy
+3,037
New +$148K 0.06% 183