Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.82M | Buy |
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|
2021
Q3 | $1.37M | Buy |
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|
2021
Q2 | $1.27M | Sell |
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|
2021
Q1 | $1.36M | Buy |
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|
2020
Q4 | $1.11M | Sell |
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|
2020
Q3 | $1.2M | Sell |
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|
2020
Q2 | $2.4M | Sell |
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|
2020
Q1 | $2.66M | Buy |
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|
2019
Q4 | $2.37M | Buy |
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|
2019
Q3 | $2.1M | Buy |
|
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|
2019
Q2 | $1.89M | Buy |
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|
2019
Q1 | $467K | Sell |
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|
2018
Q4 | $1.67M | Buy |
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|
2018
Q3 | $239K | Sell |
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|
2018
Q2 | $258K | Sell |
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|
2018
Q1 | $280K | Sell |
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|
2017
Q4 | $400K | Sell |
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|
2017
Q3 | $425K | Buy |
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|
2017
Q2 | $227K | Buy |
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|
2017
Q1 | $199K | Sell |
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|
2016
Q4 | $509K | Sell |
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|
2016
Q3 | $534K | Buy |
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|
2016
Q2 | $158K | Sell |
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|
2016
Q1 | $213K | Buy |
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|
2015
Q4 | $119K | Sell |
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|
2015
Q3 | $152K | Sell |
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|
2015
Q2 | $160K | Sell |
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|
2015
Q1 | $427K | Sell |
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|
2014
Q4 | $2.92M | Sell |
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|
2014
Q3 | $3.65M | Buy |
|