Rockingstone 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 | $333K | Sell |
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|
2025
Q2 | $315K | Sell |
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|
2025
Q1 | $328K | Hold |
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|
2024
Q4 | $314K | Sell |
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|
2024
Q3 | $490K | Sell |
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|
2024
Q2 | $525K | Sell |
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|
2024
Q1 | $510K | Buy |
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|
2023
Q4 | $491K | Sell |
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|
2023
Q3 | $462K | Sell |
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|
2023
Q2 | $519K | Sell |
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|
2023
Q1 | $554K | Buy |
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|
2022
Q4 | $505K | Buy |
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