IHT Wealth Management’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
Q3 | $8.81M | Buy |
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|
2025
Q2 | $8.2M | Buy |
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|
2025
Q1 | $7.31M | Buy |
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|
2024
Q4 | $6.53M | Buy |
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|
2024
Q3 | $6.08M | Sell |
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|
2024
Q2 | $6.68M | Sell |
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|
2024
Q1 | $7.1M | Sell |
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|
2023
Q4 | $7.95M | Buy |
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|
2023
Q3 | $5.88M | Buy |
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|
2023
Q2 | $5.55M | Sell |
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|
2023
Q1 | $8.95M | Buy |
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|
2022
Q4 | $6.15M | Sell |
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|
2022
Q3 | $5.75M | Buy |
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|
2022
Q2 | $3.61M | Buy |
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|
2022
Q1 | $3.06M | Sell |
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|
2021
Q4 | $3.96M | Sell |
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|
2021
Q3 | $3.72M | Buy |
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|
2021
Q2 | $3.46M | Buy |
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|
2021
Q1 | $3.21M | Sell |
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|
2020
Q4 | $3.17M | Buy |
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|
2020
Q3 | $2.9M | Buy |
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|
2020
Q2 | $2.3M | Sell |
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|
2020
Q1 | $2.63M | Buy |
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|
2019
Q4 | $2.27M | Buy |
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|
2019
Q3 | $2.14M | Buy |
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|
2019
Q2 | $1.67M | Buy |
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|
2019
Q1 | $1.6M | Buy |
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|
2018
Q4 | $1.44M | Sell |
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|
2018
Q3 | $1.45M | Buy |
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|
2018
Q2 | $1.31M | Sell |
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|
2018
Q1 | $1.3M | Buy |
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|
2017
Q4 | $1.29M | Sell |
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|
2017
Q3 | $1.33M | Buy |
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|
2017
Q2 | $312 | Buy |
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|
2017
Q1 | $460K | Buy |
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|
2016
Q4 | $417K | Buy |
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