Simplicity Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $202K | Sell |
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|
2023
Q1 | $2.08M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.35M | Sell |
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|
2022
Q2 | $1.66M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.22M | Sell |
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|
2020
Q3 | $2.15M | Buy |
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|
2020
Q2 | $648K | Sell |
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|
2020
Q1 | $3.32M | Buy |
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|
2019
Q4 | $2.63M | Sell |
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|
2019
Q3 | $3.77M | Sell |
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|
2019
Q2 | $3.98M | Buy |
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|
2019
Q1 | $2.5M | Buy |
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|
2018
Q4 | $2.13M | Buy |
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|
2018
Q3 | $349K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1.3M | Buy |
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|
2017
Q2 | $1.16M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.61M | Sell |
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|
2016
Q2 | $1.9M | Sell |
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|
2016
Q1 | $3.19M | Buy |
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|
2015
Q4 | $1.18M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $974K | Buy |
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