Private Ocean’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$9.68K Hold
2024
Q1
$9.32K Sell
2023
Q4
$18.6K Buy
2023
Q3
$17.2K Sell
2023
Q2
$23.4K Buy
2023
Q1
$24.1K Buy
2022
Q4
$10K Hold
2022
Q3
$9K Hold
2022
Q2
$9K Hold
2022
Q1
$11K Hold
2021
Q4
$10K Hold
2021
Q3
$9K Hold
2021
Q2
$9K Hold
2021
Q1
$9K Buy
2014
Q4
Sell
2014
Q3
$56K Sell
2014
Q2
$207K Buy
2014
Q1
$193K Buy
2013
Q4
$128K Buy