One Charles Private Wealth Services’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 | $334K | Buy |
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|
2025
Q2 | $285K | Buy |
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|
2025
Q1 | $275K | Sell |
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|
2024
Q4 | $281K | Sell |
|
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|
2024
Q3 | $333K | Sell |
|
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|
2024
Q2 | $519K | Buy |
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|
2024
Q1 | $494K | Buy |
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|
2023
Q4 | $472K | Sell |
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|
2023
Q3 | $856K | Buy |
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|
2023
Q2 | $874K | Sell |
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|
2023
Q1 | $911K | Sell |
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|
2022
Q4 | $1.33M | Buy |
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|
2022
Q3 | $1.07M | Buy |
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|
2022
Q2 | $784K | Buy |
|