Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $14.7K | Hold |
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|
2024
Q1 | $14.1K | Hold |
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|
2023
Q4 | $13.6K | Hold |
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|
2023
Q3 | $12.7K | Sell |
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|
2023
Q2 | $16.8K | Buy |
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|
2023
Q1 | $17K | Hold |
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|
2022
Q4 | $17.7K | Sell |
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|
2022
Q3 | $26K | Buy |
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|
2022
Q2 | $21K | Sell |
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|
2022
Q1 | $26K | Buy |
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|
2021
Q4 | $15K | Sell |
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|
2021
Q3 | $56K | Sell |
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|
2021
Q2 | $75K | Sell |
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|
2021
Q1 | $79K | Buy |
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|
2020
Q4 | $34K | Hold |
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|
2020
Q3 | $32K | Sell |
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|
2020
Q2 | $42K | Sell |
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|
2020
Q1 | $54K | Sell |
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|
2019
Q4 | $76K | Buy |
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|
2019
Q3 | $34K | Hold |
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|
2019
Q2 | $31K | Buy |
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|
2019
Q1 | $13K | Hold |
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|
2018
Q4 | $11K | Hold |
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|
2018
Q3 | $11K | Hold |
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|
2018
Q2 | $11K | Hold |
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|
2018
Q1 | $11K | Buy |
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