New Potomac Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$16.2K Buy
2020
Q4
Sell
2020
Q3
$12K Hold
2020
Q2
$11K Hold
2020
Q1
$11K Hold
2019
Q4
$13K Hold
2019
Q3
$13K Hold
2019
Q2
$12K Hold
2019
Q1
$12K Hold
2018
Q4
$11K Hold
2018
Q3
$11K Hold
2018
Q2
$10K Hold
2018
Q1
$10K Hold
2017
Q4
$11K Buy