Moneta Group Investment Advisors’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 | $524K | Buy |
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|
2025
Q2 | $479K | Sell |
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|
2025
Q1 | $523K | Sell |
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|
2024
Q4 | $585K | Buy |
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|
2024
Q3 | $546K | Buy |
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|
2024
Q2 | $390K | Buy |
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|
2024
Q1 | $358K | Buy |
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|
2023
Q4 | $314K | Sell |
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|
2023
Q3 | $300K | Sell |
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|
2023
Q2 | $341K | Sell |
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|
2023
Q1 | $369K | Sell |
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|
2022
Q4 | $403K | Sell |
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|
2022
Q3 | $426K | Sell |
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|
2022
Q2 | $474K | Buy |
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|
2022
Q1 | $480K | Sell |
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|
2021
Q4 | $471K | Buy |
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|
2021
Q3 | $395K | Buy |
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|
2021
Q2 | $290K | Sell |
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|
2021
Q1 | $294K | Buy |
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