Joseph P. Lucia & Associates’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 | $1.57M | Buy |
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|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | $936K | Buy |
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|
2024
Q4 | $893K | Buy |
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|
2024
Q3 | $661K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $208K | Hold |
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|
2023
Q2 | $231K | Sell |
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|
2023
Q1 | $274K | Sell |
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|
2022
Q4 | $310K | Sell |
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|
2022
Q3 | $313K | Buy |
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|
2022
Q2 | $320K | Buy |
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|
2022
Q1 | $331K | Sell |
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|
2021
Q4 | $386K | Sell |
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|
2021
Q3 | $371K | Sell |
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|
2021
Q2 | $450K | Sell |
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|
2021
Q1 | $522K | Sell |
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|
2020
Q4 | $624K | Sell |
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|
2020
Q3 | $778K | Sell |
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|
2020
Q2 | $804K | Sell |
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|
2020
Q1 | $792K | Buy |
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|
2019
Q4 | $815K | Buy |
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|
2019
Q3 | $766K | Buy |
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|
2019
Q2 | $596K | Sell |
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|
2019
Q1 | $3.77K | Buy |
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