Holderness Investments Company’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
2024
Q1
Sell
2023
Q4
$227K Hold
2023
Q3
$212K Hold
2023
Q2
$235K Sell
2023
Q1
$268K Hold
2022
Q4
$280K Hold
2022
Q3
$260K Hold
2022
Q2
$278K Hold
2022
Q1
$295K Buy
2021
Q4
$257K Buy