NFP Retirement Inc’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 | $815K | Hold |
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|
2025
Q2 | $815K | Buy |
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|
2025
Q1 | $567K | Buy |
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|
2024
Q4 | $532K | Buy |
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|
2024
Q3 | $524K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $316K | Hold |
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|
2021
Q4 | $304K | Hold |
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|
2021
Q3 | $271K | Sell |
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|
2021
Q2 | $269K | Hold |
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|
2021
Q1 | $273K | Hold |
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|
2020
Q4 | $267K | Hold |
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|
2020
Q3 | $253K | Buy |
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