HoyleCohen’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $336K | Sell |
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|
2024
Q1 | $332K | Buy |
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|
2023
Q4 | $310K | Buy |
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|
2023
Q3 | $266K | Buy |
|
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|
2023
Q2 | $276K | Sell |
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|
2023
Q1 | $292K | Sell |
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|
2022
Q4 | $345K | Buy |
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|
2022
Q3 | $276K | Buy |
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|
2022
Q2 | $284K | Sell |
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|
2022
Q1 | $360K | Buy |
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|
2021
Q4 | $293K | Hold |
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|
2021
Q3 | $261K | Hold |
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|
2021
Q2 | $258 | Hold |
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|
2021
Q1 | $262K | Hold |
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|
2020
Q4 | $256K | Sell |
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|
2020
Q3 | $294K | Hold |
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|
2020
Q2 | $280K | Sell |
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|
2020
Q1 | $289K | Sell |
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|
2019
Q4 | $385K | Sell |
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|
2019
Q3 | $406K | Buy |
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|
2019
Q2 | $367K | Buy |
|