OLVIG
Oliver Lagore Vanvalin Investment Group’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21K | Buy |
+266
| New | +$21K | 0.01% | 332 |
|
|
2024
Q4 | $27.2K | Sell |
359
-2,298
| -86% | -$174K | 0.01% | 318 |
|
|
2024
Q3 | $215K | Sell |
2,657
-1,767
| -40% | -$143K | 0.06% | 117 |
|
|
2024
Q2 | $301K | Sell |
4,424
-6,263
| -59% | -$427K | 0.09% | 97 |
|
|
2024
Q1 | $702K | Sell |
10,687
-4,706
| -31% | -$309K | 0.21% | 74 |
|
|
2023
Q4 | $975K | Sell |
15,393
-132,998
| -90% | -$8.42M | 0.36% | 51 |
|
|
2023
Q3 | $8.74M | Buy |
148,391
+112,049
| +308% | +$6.6M | 3.46% | 5 |
|
|
2023
Q2 | $2.38M | Sell |
36,342
-75,116
| -67% | -$4.92M | 0.87% | 19 |
|
|
2023
Q1 | $7.54M | Buy |
111,458
+92,713
| +495% | +$6.28M | 3.22% | 10 |
|
|
2022
Q4 | $1.32M | Buy |
18,745
+5,068
| +37% | +$357K | 0.75% | 26 |
|
|
2022
Q3 | $896K | Buy |
13,677
+18
| +0.1% | +$1.18K | 0.58% | 29 |
|
|
2022
Q2 | $958K | Buy |
13,659
+208
| +2% | +$14.6K | 0.56% | 30 |
|
|
2022
Q1 | $998K | Buy |
+13,451
| New | +$998K | 0.67% | 29 |
|