Penobscot 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 | $1.57M | Buy |
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|
2025
Q2 | $1.41M | Buy |
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|
2025
Q1 | $1.21M | Buy |
|
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|
2024
Q4 | $877K | Buy |
|
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|
2024
Q3 | $886K | Buy |
|
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|
2024
Q2 | $697K | Buy |
|
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|
2024
Q1 | $654K | Sell |
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|
2023
Q4 | $994K | Sell |
|
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|
2023
Q3 | $1.13M | Buy |
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|
2023
Q2 | $1.24M | Buy |
|
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|
2023
Q1 | $1.25M | Buy |
|
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|
2022
Q4 | $1.14M | Buy |
|
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|
2022
Q3 | $826K | Buy |
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|
2022
Q2 | $744K | Buy |
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|
2022
Q1 | $749K | Buy |
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