Ridgecrest Wealth Partners’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 | $228K | Hold |
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|
2025
Q2 | $214K | Hold |
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|
2025
Q1 | $207K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $212K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $249K | Hold |
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|
2023
Q2 | $276K | Hold |
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|
2023
Q1 | $286K | Hold |
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|
2022
Q4 | $298K | Hold |
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|
2022
Q3 | $276K | Hold |
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|
2022
Q2 | $296K | Buy |
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|
2022
Q1 | $313K | Sell |
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|
2021
Q4 | $327K | Sell |
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|
2021
Q3 | $297K | Buy |
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|
2021
Q2 | $294K | Hold |
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|
2021
Q1 | $298K | Buy |
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