Redwood Financial Network’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 | $566K | Buy |
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|
2025
Q2 | $522K | Buy |
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|
2025
Q1 | $436K | Buy |
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|
2024
Q4 | $330K | Buy |
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|
2024
Q3 | $314K | Buy |
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|
2024
Q2 | $244K | Buy |
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|
2024
Q1 | $233K | Buy |
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|
2023
Q4 | $209K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $235K | Sell |
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|
2023
Q1 | $247K | Buy |
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|
2022
Q4 | $240K | Buy |
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|
2022
Q3 | $219K | Buy |
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|
2022
Q2 | $214K | Buy |
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|
2022
Q1 | $214K | Buy |
|