Navis Wealth 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 | $504K | Buy |
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|
2025
Q2 | $462K | Hold |
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|
2025
Q1 | $446K | Buy |
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|
2024
Q4 | $341K | Hold |
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|
2024
Q3 | $364K | Hold |
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|
2024
Q2 | $307K | Hold |
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|
2024
Q1 | $295K | Hold |
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|
2023
Q4 | $285K | Sell |
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|
2023
Q3 | $328K | Buy |
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|
2023
Q2 | $364K | Buy |
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|
2023
Q1 | $376K | Buy |
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|
2022
Q4 | $377K | Buy |
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|
2022
Q3 | $295K | Hold |
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|
2022
Q2 | $316K | Hold |
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|
2022
Q1 | $335K | Hold |
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|
2021
Q4 | $322K | Hold |
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|
2021
Q3 | $287K | Hold |
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|
2021
Q2 | $285K | Hold |
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|
2021
Q1 | $288K | Sell |
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|
2020
Q4 | $564K | Buy |
|