Pin Oak Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152K | Hold |
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2025
Q1 | $151K | Hold |
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|
2024
Q4 | $157K | Hold |
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|
2024
Q3 | $156K | Hold |
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|
2024
Q2 | $132K | Sell |
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|
2024
Q1 | $138K | Buy |
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|
2023
Q4 | $112K | Buy |
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|
2023
Q3 | $72K | Hold |
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|
2023
Q2 | $80K | Hold |
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|
2023
Q1 | $83K | Hold |
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|
2022
Q4 | $86K | Sell |
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|
2022
Q3 | $93K | Hold |
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|
2022
Q2 | $100K | Hold |
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|
2022
Q1 | $106K | Hold |
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|
2021
Q4 | $102K | Hold |
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|
2021
Q3 | $91K | Hold |
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|
2021
Q2 | $90K | Buy |
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|
2021
Q1 | $91K | Hold |
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|
2020
Q4 | $89K | Hold |
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|
2020
Q3 | $84K | Hold |
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|
2020
Q2 | $80K | Hold |
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|
2020
Q1 | $79K | Hold |
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|
2019
Q4 | $92K | Sell |
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|
2019
Q3 | $118K | Hold |
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|
2019
Q2 | $109K | Sell |
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|
2019
Q1 | $146K | Buy |
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|
2018
Q4 | $132K | Buy |
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|
2018
Q3 | $107K | Hold |
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|
2018
Q2 | $106K | Hold |
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|
2018
Q1 | $103K | Buy |
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|
2017
Q4 | $54K | Buy |
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