Horizon Financial Services’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
Q2 | $770K | Sell |
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|
2025
Q1 | $761K | Sell |
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|
2024
Q4 | $732K | Buy |
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|
2024
Q3 | $653K | Buy |
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|
2024
Q2 | $365K | Sell |
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|
2024
Q1 | $356K | Buy |
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|
2023
Q4 | $255K | Buy |
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|
2023
Q3 | $215K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $232K | Sell |
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|
2022
Q1 | $252K | Buy |
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|
2021
Q4 | $131K | Buy |
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|
2021
Q3 | $89K | Buy |
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|
2021
Q2 | $70K | Buy |
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