M Holdings Securities’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $297K | Sell |
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|
2022
Q4 | $1.05M | Buy |
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|
2022
Q3 | $904K | Sell |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $1M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.17M | Buy |
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|
2020
Q2 | $923K | Buy |
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|
2020
Q1 | $685K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $443K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $84K | Buy |
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