Householder Group Estate & Retirement Specialist’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
Q4 | $542K | Sell |
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|
2024
Q3 | $637K | Sell |
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|
2024
Q2 | $777K | Buy |
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|
2024
Q1 | $274K | Sell |
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|
2023
Q4 | $271K | Sell |
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|
2023
Q3 | $446K | Buy |
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|
2023
Q1 | $395K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $404K | Buy |
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|
2022
Q2 | $311K | Buy |
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|
2022
Q1 | $320K | Sell |
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|
2021
Q4 | $310K | Buy |
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