Perfromance Wealth 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 | $1.81M | Sell |
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|
2025
Q2 | $1.73M | Sell |
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|
2025
Q1 | $1.7M | Sell |
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|
2024
Q4 | $1.7M | Sell |
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|
2024
Q3 | $1.84M | Sell |
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|
2024
Q2 | $1.65M | Sell |
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|
2024
Q1 | $1.63M | Sell |
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|
2023
Q4 | $2.03M | Sell |
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|
2023
Q3 | $2.51M | Sell |
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|
2023
Q2 | $2.93M | Sell |
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|
2023
Q1 | $3.23M | Sell |
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|
2022
Q4 | $3.42M | Buy |
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|
2022
Q3 | $2.9M | Buy |
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|
2022
Q2 | $2.96M | Buy |
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|
2022
Q1 | $3.08M | Buy |
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|
2021
Q4 | $2.87M | Buy |
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