Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $18M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.81M | Sell |
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|
2021
Q1 | $2.01M | Buy |
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|
2020
Q4 | $1.87M | Sell |
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|
2020
Q3 | $1.78M | Buy |
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|
2020
Q2 | $1.62M | Buy |
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|
2020
Q1 | $1.58M | Buy |
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|
2019
Q4 | $18.4M | Buy |
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|
2019
Q3 | $1.83M | Sell |
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|
2019
Q2 | $1.74M | Buy |
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|
2019
Q1 | $1.69M | Buy |
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|
2018
Q4 | $416K | Buy |
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|
2018
Q3 | $412K | Buy |
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|
2018
Q2 | $405K | Buy |
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|
2018
Q1 | $392K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $408K | Buy |
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|
2017
Q2 | $398K | Buy |
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|
2017
Q1 | $84K | Buy |
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