RDFA
Ritter Daniher Financial Advisory’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7K | Hold |
180
| – | – | ﹤0.01% | 242 |
|
|
2025
Q1 | $14.2K | Hold |
180
| – | – | ﹤0.01% | 232 |
|
|
2024
Q4 | $13.6K | Hold |
180
| – | – | ﹤0.01% | 229 |
|
|
2024
Q3 | $14.5K | Hold |
180
| – | – | ﹤0.01% | 222 |
|
|
2024
Q2 | $12.3K | Hold |
180
| – | – | ﹤0.01% | 220 |
|
|
2024
Q1 | $11.8K | Hold |
180
| – | – | ﹤0.01% | 212 |
|
|
2023
Q4 | $11.4K | Hold |
180
| – | – | ﹤0.01% | 226 |
|
|
2023
Q3 | $10.6K | Hold |
180
| – | – | ﹤0.01% | 224 |
|
|
2023
Q2 | $11.8K | Hold |
180
| – | – | ﹤0.01% | 205 |
|
|
2023
Q1 | $12.2K | Hold |
180
| – | – | 0.01% | 198 |
|
|
2022
Q4 | $12.7K | Hold |
180
| – | – | 0.01% | 196 |
|
|
2022
Q3 | $12K | Hold |
180
| – | – | 0.01% | 168 |
|
|
2022
Q2 | $13K | Hold |
180
| – | – | 0.01% | 157 |
|
|
2022
Q1 | $13K | Hold |
180
| – | – | 0.01% | 159 |
|
|
2021
Q4 | $13K | Hold |
180
| – | – | 0.01% | 148 |
|
|
2021
Q3 | $11K | Hold |
180
| – | – | 0.01% | 155 |
|
|
2021
Q2 | $11K | Hold |
180
| – | – | 0.01% | 155 |
|
|
2021
Q1 | $12K | Hold |
180
| – | – | 0.01% | 139 |
|
|
2020
Q4 | $11K | Buy |
+180
| New | +$11K | 0.01% | 139 |
|