LeJeune Puetz Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $440K | Sell |
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|
2022
Q4 | $479K | Sell |
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|
2022
Q3 | $478K | Hold |
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|
2022
Q2 | $511K | Hold |
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|
2022
Q1 | $543K | Hold |
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|
2021
Q4 | $523K | Hold |
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|
2021
Q3 | $466K | Hold |
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|
2021
Q2 | $462K | Hold |
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|
2021
Q1 | $467K | Sell |
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|
2020
Q4 | $470K | Hold |
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|
2020
Q3 | $445K | Hold |
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|
2020
Q2 | $423K | Hold |
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|
2020
Q1 | $416K | Sell |
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|
2019
Q4 | $578K | Sell |
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|
2019
Q3 | $618K | Sell |
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|
2019
Q2 | $587K | Sell |
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|
2019
Q1 | $581K | Hold |
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|
2018
Q4 | $528K | Hold |
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|
2018
Q3 | $525K | Hold |
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|
2018
Q2 | $519K | Sell |
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|
2018
Q1 | $567K | Hold |
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|
2017
Q4 | $592K | Hold |
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|
2017
Q3 | $596K | Hold |
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|
2017
Q2 | $584K | Sell |
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|
2017
Q1 | $602K | Buy |
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