Innova Wealth Partners’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 | $4.87M | Sell |
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|
2025
Q1 | $5.25M | Sell |
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|
2024
Q4 | $5.22M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $4.9M | Buy |
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|
2024
Q1 | $4.7M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $231K | Sell |
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|
2022
Q3 | $4.25M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $5.73M | Sell |
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|
2021
Q4 | $5.98M | Buy |
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|
2021
Q3 | $5.12M | Buy |
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|
2021
Q2 | $4.86M | Buy |
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|
2021
Q1 | $4.78M | Buy |
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|
2020
Q4 | $3.97M | Buy |
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