L.M. Kohn & Company’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 | $1.1M | Buy |
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|
2025
Q2 | $995K | Buy |
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|
2025
Q1 | $961K | Buy |
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|
2024
Q4 | $863K | Sell |
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|
2024
Q3 | $1.49M | Sell |
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|
2024
Q2 | $1.45M | Buy |
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|
2024
Q1 | $789K | Sell |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $736K | Buy |
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|
2023
Q2 | $752K | Buy |
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|
2023
Q1 | $778K | Sell |
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|
2022
Q4 | $869K | Buy |
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|
2022
Q3 | $778K | Sell |
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|
2022
Q2 | $838K | Buy |
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|
2022
Q1 | $845K | Buy |
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