Rise Advisors’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 | $90 | Sell |
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|
2025
Q2 | $248 | Buy |
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|
2025
Q1 | $80 | Hold |
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|
2024
Q4 | $76 | Sell |
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|
2024
Q3 | $4.07K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $6.81K | Buy |
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|
2023
Q4 | $6.52K | Buy |
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|
2023
Q3 | $6.04K | Sell |
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|
2023
Q2 | $9.27K | Buy |
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|
2023
Q1 | $9.51K | Buy |
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|
2022
Q4 | $9.83K | Buy |
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|
2022
Q3 | $9K | Sell |
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|
2022
Q2 | $19K | Buy |
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|
2022
Q1 | $7K | Hold |
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|
2021
Q4 | $6.92K | Buy |
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