Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $83.9K | Sell |
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|
2023
Q4 | $123K | Sell |
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|
2023
Q3 | $129K | Sell |
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|
2023
Q2 | $2.07M | Buy |
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|
2023
Q1 | $152K | Buy |
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|
2022
Q4 | $158K | Buy |
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|
2022
Q3 | $37K | Sell |
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|
2022
Q2 | $83K | Buy |
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|
2022
Q1 | $41K | Sell |
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|
2021
Q4 | $51K | Sell |
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|
2021
Q3 | $45K | Sell |
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|
2021
Q2 | $46K | Sell |
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|
2021
Q1 | $52K | Buy |
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|
2020
Q4 | $44K | Buy |
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|
2020
Q3 | $35K | Hold |
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|
2020
Q2 | $33K | Buy |
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|
2019
Q4 | $20K | Buy |
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