Private Wealth Group’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 | $1.17M | Sell |
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|
2025
Q2 | $1.13M | Sell |
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|
2025
Q1 | $1.1M | Sell |
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|
2024
Q4 | $1.17M | Buy |
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|
2024
Q3 | $1.23M | Buy |
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|
2024
Q2 | $1.02M | Hold |
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|
2024
Q1 | $987K | Hold |
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|
2023
Q4 | $952K | Sell |
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|
2023
Q3 | $985K | Sell |
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|
2023
Q2 | $1.8M | Sell |
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|
2023
Q1 | $1.89M | Hold |
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|
2022
Q4 | $1.97M | Buy |
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|
2022
Q3 | $1.01M | Sell |
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|
2022
Q2 | $1.27M | Sell |
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|
2022
Q1 | $1.37M | Buy |
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|
2021
Q4 | $1.29M | Hold |
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|
2021
Q3 | $1.16M | Hold |
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|
2021
Q2 | $1.14M | Buy |
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|
2021
Q1 | $1.13M | Buy |
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|
2020
Q4 | $1.02M | Hold |
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|
2020
Q3 | $966K | Hold |
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|
2020
Q2 | $918K | Hold |
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|
2020
Q1 | $902K | Buy |
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|
2019
Q4 | $739K | Hold |
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|
2019
Q3 | $740K | Hold |
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|
2019
Q2 | $682K | Hold |
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|
2019
Q1 | $665K | Buy |
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|
2018
Q4 | $491K | Hold |
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|
2018
Q3 | $489K | Hold |
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|
2018
Q2 | $482K | Hold |
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|
2018
Q1 | $469K | Buy |
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|
2017
Q4 | $311K | Buy |
|