Jackson Grant Investment Advisers’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 | $1.01M | Buy |
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|
2025
Q2 | $943K | Buy |
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|
2025
Q1 | $907K | Buy |
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|
2024
Q4 | $868K | Sell |
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|
2024
Q3 | $956K | Buy |
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|
2024
Q2 | $803K | Buy |
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|
2024
Q1 | $770K | Sell |
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|
2023
Q4 | $765K | Buy |
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|
2023
Q3 | $707K | Sell |
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|
2023
Q2 | $793K | Buy |
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|
2023
Q1 | $818K | Buy |
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|
2022
Q4 | $847K | Buy |
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|
2022
Q3 | $783K | Buy |
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|
2022
Q2 | $835K | Buy |
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|
2022
Q1 | $881K | Buy |
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|
2021
Q4 | $843K | Buy |
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|
2021
Q3 | $748K | Buy |
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|
2021
Q2 | $738K | Sell |
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|
2021
Q1 | $978K | Sell |
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|
2020
Q4 | $1M | Buy |
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|
2020
Q3 | $946K | Buy |
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|
2020
Q2 | $895K | Buy |
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|
2020
Q1 | $581K | Buy |
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|
2019
Q4 | $671K | Buy |
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|
2019
Q3 | $645K | Buy |
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|
2019
Q2 | $591K | Buy |
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|
2019
Q1 | $573K | Buy |
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|
2018
Q4 | $514K | Buy |
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|
2018
Q3 | $506K | Sell |
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|
2018
Q2 | $516K | Buy |
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|
2018
Q1 | $498K | Sell |
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|
2017
Q4 | $574K | Buy |
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|
2017
Q3 | $574K | Buy |
|
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|
2017
Q2 | $554K | Sell |
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|
2017
Q1 | $553K | Buy |
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|
2016
Q4 | $520K | Sell |
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|
2016
Q3 | $639K | Sell |
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|
2016
Q2 | $750K | Buy |
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|
2016
Q1 | $604K | Buy |
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|
2015
Q4 | $290K | Buy |
|