Newbridge Financial Services Group’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
Q2 | $602K | Buy |
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|
2025
Q1 | $180K | Sell |
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|
2024
Q4 | $215K | Buy |
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|
2024
Q3 | $215K | Buy |
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|
2024
Q2 | $105K | Sell |
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|
2024
Q1 | $166K | Sell |
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|
2023
Q4 | $246K | Sell |
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|
2023
Q3 | $365K | Sell |
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|
2023
Q2 | $666K | Buy |
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|
2023
Q1 | $599K | Sell |
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|
2022
Q4 | $866K | Buy |
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|
2022
Q3 | $632K | Buy |
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|
2022
Q2 | $563K | Buy |
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|
2022
Q1 | $517K | Buy |
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|
2021
Q4 | $360K | Buy |
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|
2021
Q3 | $296K | Buy |
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|
2021
Q2 | $248K | Sell |
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|
2021
Q1 | $267K | Sell |
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|
2020
Q4 | $279K | Buy |
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|
2020
Q3 | $235K | Buy |
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