TD Private Client Wealth’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 | $2.48M | Buy |
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|
2025
Q2 | $2.14M | Buy |
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|
2025
Q1 | $89.6K | Sell |
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|
2024
Q4 | $89.5K | Sell |
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|
2024
Q3 | $101K | Sell |
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|
2024
Q2 | $86K | Buy |
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|
2024
Q1 | $72.6K | Buy |
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|
2023
Q4 | $65.6K | Buy |
|
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|
2023
Q3 | $60.6K | Sell |
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|
2023
Q2 | $100K | Sell |
|
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|
2023
Q1 | $246K | Buy |
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|
2022
Q4 | $254K | Sell |
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|
2022
Q3 | $668K | Sell |
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|
2022
Q2 | $825K | Sell |
|
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|
2022
Q1 | $1.41M | Buy |
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|
2021
Q4 | $1.07M | Sell |
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|
2021
Q3 | $955K | Buy |
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|
2021
Q2 | $395K | Buy |
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|
2021
Q1 | $331K | Buy |
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|
2020
Q4 | $58.8K | Buy |
|