RWA 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 | $689K | Sell |
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|
2025
Q2 | $691K | Sell |
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|
2025
Q1 | $672K | Sell |
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|
2024
Q4 | $645K | Buy |
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|
2024
Q3 | $688K | Buy |
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|
2024
Q2 | $581K | Buy |
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|
2024
Q1 | $545K | Sell |
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|
2023
Q4 | $813K | Buy |
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|
2023
Q3 | $525K | Buy |
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|
2023
Q2 | $582K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $3.16M | Buy |
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|
2019
Q2 | $2.87M | Sell |
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|
2019
Q1 | $5.03M | Sell |
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|
2018
Q4 | $5.4M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $4.18M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $3.05M | Buy |
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