Investment House LLC’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 | $951K | Hold |
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|
2025
Q2 | $890K | Buy |
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|
2025
Q1 | $844K | Hold |
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|
2024
Q4 | $810K | Hold |
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|
2024
Q3 | $864K | Sell |
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|
2024
Q2 | $739K | Buy |
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|
2024
Q1 | $673K | Buy |
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|
2023
Q4 | $617K | Sell |
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|
2023
Q3 | $754K | Sell |
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|
2023
Q2 | $851K | Buy |
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|
2023
Q1 | $677K | Buy |
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|
2022
Q4 | $494K | Buy |
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|
2022
Q3 | $405K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $539K | Hold |
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|
2016
Q2 | $577K | Hold |
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|
2016
Q1 | $546K | Hold |
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|
2015
Q4 | $476K | Buy |
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