Somerset Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $218K | Buy |
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|
2019
Q2 | $201K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $250K | Buy |
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|
2017
Q4 | $258K | Buy |
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|
2017
Q3 | $221K | Hold |
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|
2017
Q2 | $216K | Sell |
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|
2017
Q1 | $217K | Sell |
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|
2016
Q4 | $211K | Sell |
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|
2016
Q3 | $224K | Hold |
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|
2016
Q2 | $240K | Buy |
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