Paragon Financial Partners’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 | $3.93M | Buy |
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|
2025
Q2 | $3.67M | Sell |
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|
2025
Q1 | $3.57M | Buy |
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|
2024
Q4 | $3.42M | Sell |
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|
2024
Q3 | $4.09M | Buy |
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|
2024
Q2 | $3.27M | Buy |
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|
2024
Q1 | $3.14M | Buy |
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|
2023
Q4 | $2.83M | Sell |
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|
2023
Q3 | $2.73M | Sell |
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|
2023
Q2 | $3.04M | Sell |
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|
2023
Q1 | $3.15M | Buy |
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|
2022
Q4 | $3.28M | Sell |
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|
2022
Q3 | $3.05M | Sell |
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|
2022
Q2 | $3.29M | Sell |
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|
2022
Q1 | $3.49M | Buy |
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|
2021
Q4 | $3.35M | Buy |
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