Stone Summit Wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $982K | Sell |
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|
2025
Q2 | $956K | Sell |
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|
2025
Q1 | $962K | Sell |
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|
2024
Q4 | $992K | Sell |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $919K | Sell |
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|
2024
Q1 | $925K | Sell |
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|
2023
Q4 | $966K | Buy |
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|
2023
Q3 | $761K | Buy |
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|
2023
Q2 | $706K | Sell |
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|
2023
Q1 | $746K | Sell |
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|
2022
Q4 | $841K | Buy |
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|
2022
Q3 | $692K | Buy |
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|
2022
Q2 | $718K | Sell |
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|
2022
Q1 | $813K | Buy |
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|
2021
Q4 | $752K | Buy |
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