StrategIQ Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.4M | Sell |
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|
2023
Q3 | $2.25M | Buy |
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|
2023
Q2 | $2.47M | Sell |
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|
2023
Q1 | $2.59M | Sell |
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|
2022
Q4 | $2.83M | Buy |
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|
2022
Q3 | $2.61M | Sell |
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|
2022
Q2 | $2.89M | Sell |
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|
2022
Q1 | $3.09M | Sell |
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|
2021
Q4 | $3.15M | Buy |
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|
2021
Q3 | $2.6M | Buy |
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|
2021
Q2 | $2.52M | Sell |
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|
2021
Q1 | $2.6M | Sell |
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|
2020
Q4 | $3M | Buy |
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|
2020
Q3 | $1.85M | Buy |
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|
2020
Q2 | $382K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $777K | Sell |
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|
2016
Q3 | $900K | Buy |
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