SVA Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.77M | Buy |
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2020
Q3 | $2.56M | Buy |
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|
2020
Q2 | $1.99M | Buy |
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2020
Q1 | $1.89M | Buy |
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|
2019
Q4 | $1.96M | Buy |
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|
2019
Q3 | $1.77M | Buy |
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|
2019
Q2 | $1.56M | Buy |
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|
2019
Q1 | $1.44M | Buy |
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|
2018
Q4 | $1.04M | Buy |
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|
2018
Q3 | $787K | Buy |
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|
2018
Q2 | $732K | Buy |
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