Lee, Danner & Bass’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 | $1.32M | Sell |
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|
2025
Q2 | $1.7M | Buy |
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|
2025
Q1 | $1.21M | Hold |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.32M | Sell |
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|
2024
Q2 | $1.14M | Buy |
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|
2023
Q4 | $980K | Buy |
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|
2023
Q3 | $894K | Sell |
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|
2023
Q2 | $1.95M | Buy |
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|
2023
Q1 | $1.57M | Buy |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $1.32M | Buy |
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|
2022
Q2 | $1.29M | Buy |
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|
2022
Q1 | $1.34M | Buy |
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|
2021
Q4 | $1.17M | Hold |
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|
2021
Q3 | $1.04M | Sell |
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|
2021
Q2 | $1.07M | Sell |
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|
2021
Q1 | $1.09M | Sell |
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|
2020
Q4 | $1.11M | Sell |
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|
2020
Q3 | $2.41M | Buy |
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|
2020
Q2 | $1.44M | Sell |
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|
2020
Q1 | $1.55M | Buy |
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|
2019
Q4 | $1.78M | Buy |
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|
2019
Q3 | $1.74M | Buy |
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|
2019
Q2 | $1.31M | Buy |
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|
2019
Q1 | $1.23M | Buy |
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|
2018
Q4 | $1.07M | Hold |
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|
2018
Q3 | $1.07M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $2.2M | Buy |
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|
2016
Q2 | $2.31M | Sell |
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|
2016
Q1 | $2.13M | Buy |
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|
2015
Q4 | $1.91M | Sell |
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|
2015
Q3 | $2.17M | Buy |
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|
2015
Q2 | $1.94M | Sell |
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|
2015
Q1 | $2.18M | Sell |
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|
2014
Q4 | $2.5M | Sell |
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|
2014
Q3 | $2.39M | Buy |
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|
2014
Q2 | $2.34M | Buy |
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|
2014
Q1 | $1.48M | Sell |
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|
2013
Q4 | $1.36M | Buy |
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|
2013
Q3 | $770K | Sell |
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|
2013
Q2 | $792K | Buy |
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