InterOcean Capital Group’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
Q1 | $357K | Sell |
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|
2023
Q4 | $347K | Buy |
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|
2023
Q3 | $321K | Hold |
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|
2023
Q2 | $356K | Buy |
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|
2023
Q1 | $295K | Sell |
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|
2022
Q4 | $308K | Sell |
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|
2022
Q3 | $302K | Buy |
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|
2022
Q2 | $310K | Buy |
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|
2022
Q1 | $263K | Sell |
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|
2021
Q4 | $290K | Buy |
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|
2021
Q3 | $239K | Buy |
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|
2021
Q2 | $228K | Buy |
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|
2021
Q1 | $218K | Sell |
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|
2020
Q4 | $305K | Buy |
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