Teamwork Financial Advisors’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 | $423K | Sell |
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|
2025
Q2 | $396K | Sell |
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2025
Q1 | $387K | Sell |
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|
2024
Q4 | $925K | Sell |
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|
2024
Q3 | $1.63M | Sell |
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|
2024
Q2 | $1.4M | Buy |
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|
2024
Q1 | $629K | Buy |
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|
2023
Q4 | $232K | Sell |
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|
2023
Q3 | $658K | Buy |
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|
2023
Q2 | $689K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $857K | Buy |
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|
2022
Q3 | $596K | Buy |
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