Paradigm Strategies in 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
Q3 | $596K | Buy |
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|
2025
Q2 | $557K | Buy |
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|
2025
Q1 | $538K | Sell |
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|
2024
Q4 | $525K | Sell |
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|
2024
Q3 | $566K | Sell |
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|
2024
Q2 | $496K | Buy |
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|
2024
Q1 | $477K | Sell |
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|
2023
Q4 | $464K | Sell |
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|
2023
Q3 | $488K | Sell |
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|
2023
Q2 | $547K | Sell |
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|
2023
Q1 | $576K | Buy |
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|
2022
Q4 | $599K | Sell |
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|
2022
Q3 | $560K | Buy |
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|
2022
Q2 | $567K | Buy |
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|
2022
Q1 | $566K | Buy |
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|
2021
Q4 | $543K | Buy |
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|
2021
Q3 | $484K | Buy |
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|
2021
Q2 | $479K | Buy |
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|
2021
Q1 | $468K | Buy |
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