Mitchell McLeod Pugh & Williams’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 | $428K | Buy |
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|
2025
Q2 | $388K | Hold |
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|
2025
Q1 | $374K | Buy |
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|
2024
Q4 | $359K | Buy |
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|
2024
Q3 | $383K | Hold |
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|
2024
Q2 | $323K | Buy |
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|
2024
Q1 | $311K | Sell |
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|
2023
Q4 | $302K | Buy |
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|
2023
Q3 | $281K | Buy |
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|
2023
Q2 | $311K | Hold |
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|
2023
Q1 | $322K | Hold |
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|
2022
Q4 | $335K | Buy |
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