Private Ocean’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
Q2 | $9.68K | Hold |
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|
2024
Q1 | $9.32K | Sell |
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|
2023
Q4 | $18.6K | Buy |
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|
2023
Q3 | $17.2K | Sell |
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|
2023
Q2 | $23.4K | Buy |
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|
2023
Q1 | $24.1K | Buy |
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|
2022
Q4 | $10K | Hold |
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|
2022
Q3 | $9K | Hold |
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|
2022
Q2 | $9K | Hold |
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|
2022
Q1 | $11K | Hold |
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|
2021
Q4 | $10K | Hold |
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|
2021
Q3 | $9K | Hold |
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|
2021
Q2 | $9K | Hold |
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|
2021
Q1 | $9K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $56K | Sell |
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|
2014
Q2 | $207K | Buy |
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|
2014
Q1 | $193K | Buy |
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|
2013
Q4 | $128K | Buy |
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