Palumbo Wealth Management’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 | $264K | Sell |
|
|||||
|
2025
Q1 | $260K | Buy |
|
|||||
|
2024
Q4 | $247K | Buy |
|
|||||
|
2024
Q3 | $261K | Buy |
|
|||||
|
2024
Q2 | $219K | Sell |
|
|||||
|
2024
Q1 | $212K | Sell |
|
|||||
|
2023
Q4 | $214K | Sell |
|
|||||
|
2023
Q3 | $211K | Sell |
|
|||||
|
2023
Q2 | $313K | Sell |
|
|||||
|
2023
Q1 | $353K | Sell |
|
|||||
|
2022
Q4 | $393K | Buy |
|
|||||
|
2022
Q3 | $364K | Buy |
|
|||||
|
2022
Q2 | $387K | Buy |
|
|||||
|
2022
Q1 | $411K | Sell |
|
|||||
|
2021
Q4 | $633K | Buy |
|
|||||
|
2021
Q3 | $542K | Sell |
|
|||||
|
2021
Q2 | $789K | Sell |
|
|||||
|
2021
Q1 | $808K | Sell |
|
|||||
|
2020
Q4 | $800K | Buy |
|