Pettinga Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $340K | Sell |
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|
2024
Q1 | $1.32M | Buy |
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|
2023
Q4 | $949K | Buy |
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|
2023
Q3 | $267K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $3.02M | Sell |
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|
2021
Q3 | $2.75M | Sell |
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|
2021
Q2 | $3.74M | Sell |
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|
2021
Q1 | $3.9M | Buy |
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|
2020
Q4 | $1.96M | Buy |
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|
2020
Q3 | $926K | Buy |
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|
2020
Q2 | $611K | Buy |
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|
2020
Q1 | $475K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $299K | Buy |
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