Sullivan, Bruyette, Speros & Blaney’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $137K | Hold |
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|
2020
Q4 | $134K | Hold |
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|
2020
Q3 | $127K | Hold |
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|
2020
Q2 | $121K | Buy |
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|
2020
Q1 | $115K | Hold |
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|
2019
Q4 | $134K | Hold |
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|
2019
Q3 | $134K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $252K | Sell |
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|
2016
Q4 | $251K | Hold |
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|
2016
Q3 | $253K | Hold |
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|
2016
Q2 | $271K | Buy |
|