Merriman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $331K | Buy |
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|
2024
Q3 | $347K | Hold |
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|
2024
Q2 | $293K | Hold |
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|
2024
Q1 | $282K | Buy |
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|
2023
Q4 | $266K | Buy |
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|
2023
Q3 | $229K | Buy |
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|
2023
Q2 | $247K | Hold |
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|
2023
Q1 | $256K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $208K | Sell |
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|
2021
Q4 | $1.2M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.27M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $344K | Buy |
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|
2017
Q4 | $279K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $217K | Hold |
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|
2014
Q2 | $200K | Hold |
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|
2014
Q1 | $203K | Sell |
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|
2013
Q4 | $243K | Buy |
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