SeaCrest Wealth Management’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
Q2 | $2.59M | Sell |
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|
2025
Q1 | $2.58M | Buy |
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|
2024
Q4 | $2.44M | Sell |
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|
2024
Q3 | $2.8M | Buy |
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|
2024
Q2 | $479K | Sell |
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|
2024
Q1 | $465K | Sell |
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|
2023
Q4 | $506K | Sell |
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|
2023
Q3 | $537K | Sell |
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|
2023
Q2 | $648K | Sell |
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|
2023
Q1 | $690K | Sell |
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|
2022
Q4 | $724K | Buy |
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|
2022
Q3 | $535K | Sell |
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|
2022
Q2 | $593K | Sell |
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|
2022
Q1 | $653K | Buy |
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|
2021
Q4 | $585K | Buy |
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|
2021
Q3 | $501K | Buy |
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|
2021
Q2 | $451K | Buy |
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|
2021
Q1 | $387K | Sell |
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|
2020
Q4 | $380K | Buy |
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|
2020
Q3 | $344K | Buy |
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|
2020
Q2 | $313K | Sell |
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|
2020
Q1 | $348K | Buy |
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|
2019
Q4 | $353K | Sell |
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|
2019
Q3 | $360K | Buy |
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|
2019
Q2 | $262K | Hold |
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|
2019
Q1 | $255K | Hold |
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|
2018
Q4 | $232K | Sell |
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|
2018
Q3 | $245K | Buy |
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|
2018
Q2 | $233K | Sell |
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|
2018
Q1 | $236K | Sell |
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|
2017
Q4 | $285K | Buy |
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