Joel Isaacson & Co’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 | $290K | Buy |
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|
2025
Q2 | $270K | Buy |
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|
2025
Q1 | $259K | Buy |
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|
2024
Q4 | $248K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $21K | Hold |
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|
2016
Q3 | $22K | Sell |
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|
2016
Q2 | $34K | Hold |
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|
2016
Q1 | $32K | Hold |
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|
2015
Q4 | $28K | Buy |
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|
2015
Q3 | $19K | Buy |
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|
2015
Q2 | $6K | Hold |
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|
2015
Q1 | $7K | Buy |
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