Hochman Cole Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $5.96M | Buy |
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|
2021
Q2 | $4.99M | Sell |
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|
2021
Q1 | $5.4M | Sell |
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|
2020
Q4 | $5.45M | Sell |
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|
2020
Q3 | $5.87M | Buy |
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|
2020
Q2 | $4.19M | Buy |
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|
2020
Q1 | $3.3M | Buy |
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|
2019
Q4 | $3.32M | Buy |
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|
2019
Q3 | $3.26M | Sell |
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|
2019
Q2 | $3.19M | Sell |
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|
2019
Q1 | $3.25M | Buy |
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|
2018
Q4 | $2.73M | Buy |
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|
2018
Q3 | $2.56M | Buy |
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|
2018
Q2 | $2.14M | Sell |
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|
2018
Q1 | $2.16M | Sell |
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|
2017
Q4 | $2.67M | Sell |
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|
2017
Q3 | $2.76M | Buy |
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|
2017
Q2 | $2.68M | Buy |
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|
2017
Q1 | $2.42M | Sell |
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|
2016
Q4 | $2.31M | Buy |
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|
2016
Q3 | $2.1M | Buy |
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|
2016
Q2 | $2.13M | Buy |
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|
2016
Q1 | $1.92M | Buy |
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|
2015
Q4 | $1.17M | Buy |
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