Retirement Planning Company of New England’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 | $495K | Sell |
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|
2025
Q2 | $468K | Sell |
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|
2025
Q1 | $464K | Sell |
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|
2024
Q4 | $469K | Buy |
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|
2024
Q3 | $499K | Buy |
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|
2024
Q2 | $421K | Sell |
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|
2024
Q1 | $414K | Buy |
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|
2023
Q4 | $397K | Buy |
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|
2023
Q3 | $338K | Sell |
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|
2023
Q2 | $454K | Sell |
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|
2023
Q1 | $473K | Buy |
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|
2022
Q4 | $488K | Buy |
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|
2022
Q3 | $406K | Buy |
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|
2022
Q2 | $424K | Sell |
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|
2022
Q1 | $464K | Buy |
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|
2021
Q4 | $445K | Buy |
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