Steigerwald Gordon & Koch’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 | $250K | Sell |
|
|||||
|
2025
Q2 | $250K | Hold |
|
|||||
|
2025
Q1 | $241K | Hold |
|
|||||
|
2024
Q4 | $232K | Hold |
|
|||||
|
2024
Q3 | $247K | Hold |
|
|||||
|
2024
Q2 | $209K | Hold |
|
|||||
|
2024
Q1 | $201K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $210K | Hold |
|
|||||
|
2023
Q2 | $233K | Hold |
|
|||||
|
2023
Q1 | $241K | Sell |
|
|||||
|
2022
Q4 | $262K | Buy |
|
|||||
|
2022
Q3 | $233K | Hold |
|
|||||
|
2022
Q2 | $250K | Hold |
|
|||||
|
2022
Q1 | $265K | Hold |
|
|||||
|
2021
Q4 | $255K | Hold |
|
|||||
|
2021
Q3 | $228K | Hold |
|
|||||
|
2021
Q2 | $225K | Hold |
|
|||||
|
2021
Q1 | $228K | Hold |
|
|||||
|
2020
Q4 | $223K | Hold |
|
|||||
|
2020
Q3 | $212K | Hold |
|
|||||
|
2020
Q2 | $201K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $230K | Hold |
|
|||||
|
2019
Q3 | $231K | Hold |
|
|||||
|
2019
Q2 | $212K | Sell |
|
|||||
|
2019
Q1 | $225K | Hold |
|
|||||
|
2018
Q4 | $204K | Hold |
|
|||||
|
2018
Q3 | $203K | Hold |
|
|||||
|
2018
Q2 | $201K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $203K | Sell |
|
|||||
|
2017
Q3 | $215K | Hold |
|
|||||
|
2017
Q2 | $211K | Hold |
|
|||||
|
2017
Q1 | $208K | Buy |
|