Sound View Wealth Advisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.89M | Buy |
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|
2025
Q1 | $5.36M | Buy |
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|
2024
Q4 | $5.01M | Buy |
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|
2024
Q3 | $4.98M | Buy |
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|
2024
Q2 | $2.47M | Buy |
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|
2024
Q1 | $2.14M | Sell |
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|
2023
Q4 | $2.29M | Sell |
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|
2023
Q3 | $2.53M | Buy |
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|
2023
Q2 | $2.09M | Buy |
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|
2023
Q1 | $1.94M | Sell |
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|
2022
Q4 | $2.29M | Buy |
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|
2022
Q3 | $878K | Buy |
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|
2022
Q2 | $904K | Buy |
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|
2022
Q1 | $796K | Buy |
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|
2021
Q4 | $613K | Buy |
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|
2021
Q3 | $486K | Buy |
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|
2021
Q2 | $376K | Buy |
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