TBH Global Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $537K | Sell |
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|
2023
Q4 | $710K | Sell |
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|
2023
Q3 | $667K | Buy |
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|
2023
Q2 | $740K | Sell |
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|
2023
Q1 | $1.01M | Buy |
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|
2022
Q4 | $933K | Buy |
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|
2022
Q3 | $866K | Buy |
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|
2022
Q2 | $926K | Buy |
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|
2022
Q1 | $708K | Hold |
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|
2021
Q4 | $681K | Hold |
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|
2021
Q3 | $608K | Hold |
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|
2021
Q2 | $601K | Sell |
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|
2021
Q1 | $1.89M | Sell |
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|
2020
Q4 | $2.71M | Sell |
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|
2020
Q3 | $4.32M | Buy |
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|
2020
Q2 | $2.9M | Buy |
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|
2020
Q1 | $307K | Sell |
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|
2019
Q4 | $517K | Buy |
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