Taylor & Morgan Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $485K | Buy |
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|
2025
Q2 | $451K | Buy |
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|
2025
Q1 | $433K | Buy |
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|
2024
Q4 | $412K | Buy |
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|
2024
Q3 | $437K | Buy |
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|
2024
Q2 | $366K | Buy |
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|
2024
Q1 | $264K | Buy |
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|
2023
Q4 | $253K | Buy |
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|
2023
Q3 | $233K | Buy |
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|
2023
Q2 | $257K | Buy |
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|
2023
Q1 | $263K | Buy |
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|
2022
Q4 | $272K | Sell |
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|
2022
Q3 | $615K | Buy |
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|
2022
Q2 | $370K | Buy |
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|
2022
Q1 | $389K | Buy |
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|
2021
Q4 | $372K | Buy |
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