Measured Wealth Private Client Group’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 | $3.68M | Sell |
|
|||||
|
2025
Q2 | $4.27M | Buy |
|
|||||
|
2025
Q1 | $3.62M | Sell |
|
|||||
|
2024
Q4 | $4.12M | Buy |
|
|||||
|
2024
Q3 | $3.94M | Buy |
|
|||||
|
2024
Q2 | $1.72M | Buy |
|
|||||
|
2024
Q1 | $1.07M | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $457K | Sell |
|
|||||
|
2023
Q1 | $610K | Sell |
|
|||||
|
2022
Q4 | $863K | Sell |
|
|||||
|
2022
Q3 | $4.22M | Buy |
|
|||||
|
2022
Q2 | $3.85M | Buy |
|
|||||
|
2022
Q1 | $3.65M | Buy |
|
|||||
|
2021
Q4 | $2.98M | Buy |
|
|||||
|
2021
Q3 | $2.51M | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $426K | Buy |
|
|||||
|
2018
Q4 | $318K | Sell |
|
|||||
|
2018
Q3 | $330K | Buy |
|
|||||
|
2018
Q2 | $309K | Buy |
|