L.J. Altfest & 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 | $5.07M | Sell |
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|
2025
Q2 | $5.1M | Sell |
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|
2025
Q1 | $7.92M | Buy |
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|
2024
Q4 | $4.12M | Buy |
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|
2024
Q3 | $558K | Sell |
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|
2024
Q2 | $3.57M | Buy |
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|
2024
Q1 | $1.55M | Buy |
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|
2023
Q4 | $688K | Buy |
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|
2023
Q3 | $591K | Sell |
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|
2023
Q2 | $2.04M | Buy |
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|
2023
Q1 | $208K | Sell |
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|
2022
Q4 | $227K | Sell |
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|
2022
Q3 | $286K | Sell |
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|
2022
Q2 | $2.16M | Sell |
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|
2022
Q1 | $2.35M | Buy |
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|
2021
Q4 | $259K | Sell |
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|
2021
Q3 | $2.57M | Buy |
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|
2021
Q2 | $256K | Buy |
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|
2021
Q1 | $259K | Sell |
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|
2020
Q4 | $275K | Sell |
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|
2020
Q3 | $308K | Buy |
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|
2020
Q2 | $269K | Sell |
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|
2020
Q1 | $1.55M | Buy |
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|
2019
Q4 | $243K | Sell |
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|
2019
Q3 | $256K | Buy |
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|
2019
Q2 | $236K | Sell |
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|
2019
Q1 | $239K | Sell |
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|
2018
Q4 | $294K | Sell |
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|
2018
Q3 | $312K | Sell |
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|
2018
Q2 | $309K | Sell |
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|
2018
Q1 | $1.57M | Buy |
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|
2017
Q4 | $323K | Buy |
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|
2017
Q3 | $246K | Hold |
|
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|
2017
Q2 | $241K | Hold |
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|
2017
Q1 | $238K | Hold |
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|
2016
Q4 | $225K | Hold |
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|
2016
Q3 | $227K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $200K | Hold |
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|
2015
Q3 | $200K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $206K | Hold |
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|
2014
Q4 | $219K | Buy |
|