Swarthmore Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $3.21M | Buy |
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|
2020
Q4 | $495K | Sell |
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|
2020
Q3 | $4.23M | Hold |
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|
2020
Q2 | $4.02M | Buy |
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|
2020
Q1 | $438K | Sell |
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|
2019
Q4 | $4.93M | Sell |
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|
2019
Q3 | $5.3M | Sell |
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|
2019
Q2 | $6.62M | Buy |
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|
2019
Q1 | $646K | Sell |
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|
2018
Q4 | $6.78M | Hold |
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|
2018
Q3 | $6.74M | Sell |
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|
2018
Q2 | $6.7M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $5.01M | Hold |
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|
2017
Q3 | $5.04M | Sell |
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|
2017
Q2 | $4.96M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $9.32M | Sell |
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|
2016
Q2 | $12.4M | Sell |
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|
2016
Q1 | $19.9M | Buy |
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|
2015
Q4 | $12.8M | Sell |
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|
2015
Q3 | $27.2M | Buy |
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