Sutton Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $89.3K | Hold |
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|
2023
Q2 | $99.1K | Hold |
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|
2023
Q1 | $103K | Hold |
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|
2022
Q4 | $107K | Sell |
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|
2022
Q3 | $108K | Buy |
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|
2022
Q2 | $106K | Hold |
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|
2022
Q1 | $113K | Hold |
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|
2021
Q4 | $108K | Hold |
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|
2021
Q3 | $96.8K | Hold |
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|
2021
Q2 | $95.8K | Hold |
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|
2021
Q1 | $97K | Hold |
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|
2020
Q4 | $95K | Hold |
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|
2020
Q3 | $90K | Hold |
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|
2020
Q2 | $85.5K | Hold |
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|
2020
Q1 | $83.9K | Hold |
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|
2019
Q4 | $97.9K | Hold |
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|
2019
Q3 | $98.1K | Hold |
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|
2019
Q2 | $90.3K | Hold |
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|
2019
Q1 | $88.1K | Hold |
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|
2018
Q4 | $80.2K | Hold |
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|
2018
Q3 | $79.8K | Hold |
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|
2018
Q2 | $78.7K | Sell |
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|
2018
Q1 | $118K | Sell |
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|
2017
Q4 | $129K | Hold |
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|
2017
Q3 | $130K | Hold |
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|
2017
Q2 | $127K | Hold |
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|
2017
Q1 | $126K | Hold |
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|
2016
Q4 | $119K | Hold |
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|
2016
Q3 | $120K | Hold |
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|
2016
Q2 | $128K | Hold |
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|
2016
Q1 | $121K | Buy |
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