Rikoon Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $830K | Buy |
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|
2020
Q4 | $808K | Buy |
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|
2020
Q3 | $729K | Buy |
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|
2020
Q2 | $624K | Buy |
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|
2020
Q1 | $602K | Sell |
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|
2019
Q4 | $750K | Buy |
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|
2019
Q3 | $653K | Buy |
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|
2019
Q2 | $283K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $239K | Sell |
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|
2018
Q3 | $247K | Sell |
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|
2018
Q2 | $250K | Buy |
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