Sequent Asset 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
Q3 | $418K | Hold |
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|
2025
Q2 | $391K | Hold |
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|
2025
Q1 | $378K | Buy |
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|
2024
Q4 | $348K | Hold |
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|
2024
Q3 | $371K | Buy |
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|
2024
Q2 | $265K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $246K | Hold |
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|
2015
Q3 | $246K | Sell |
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|
2015
Q2 | $244K | Hold |
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|
2015
Q1 | $262K | Sell |
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|
2014
Q4 | $328K | Sell |
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|
2014
Q3 | $303K | Buy |
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|
2014
Q2 | $315K | Buy |
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|
2014
Q1 | $293K | Buy |
|