Laurel Wealth Advisors (North Carolina)’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 | $2.55M | Sell |
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|
2025
Q2 | $28.5M | Buy |
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|
2025
Q1 | $2.26M | Buy |
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|
2024
Q4 | $2.16M | Buy |
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|
2024
Q3 | $2.11M | Buy |
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|
2024
Q2 | $1.71M | Sell |
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|
2024
Q1 | $1.71M | Buy |
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|
2023
Q4 | $1.62M | Buy |
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|
2023
Q3 | $1.26M | Buy |
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|
2023
Q2 | $1.38M | Sell |
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|
2023
Q1 | $1.48M | Buy |
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|
2022
Q4 | $1.37M | Buy |
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|
2022
Q3 | $1.23M | Buy |
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|
2022
Q2 | $1.24M | Sell |
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|
2022
Q1 | $1.33M | Buy |
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|
2021
Q4 | $1.23M | Buy |
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|
2021
Q3 | $1.08M | Sell |
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|
2021
Q2 | $1.1M | Buy |
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|
2021
Q1 | $1.03M | Sell |
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|
2020
Q4 | $1.02M | Buy |
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|
2020
Q3 | $867K | Sell |
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|
2020
Q2 | $835K | Buy |
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|
2020
Q1 | $798K | Sell |
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|
2019
Q4 | $973K | Buy |
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|
2019
Q3 | $953K | Buy |
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|
2019
Q2 | $818K | Buy |
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|
2019
Q1 | $780K | Buy |
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|
2018
Q4 | $696K | Buy |
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