TrinityPoint Wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.88M | Sell |
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|
2024
Q2 | $1.72M | Sell |
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|
2024
Q1 | $1.74M | Buy |
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|
2023
Q4 | $1.53M | Sell |
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|
2023
Q3 | $2.53M | Sell |
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|
2023
Q2 | $2.92M | Buy |
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|
2023
Q1 | $2.56M | Buy |
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|
2022
Q4 | $2.58M | Buy |
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|
2022
Q3 | $1.8M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $728K | Buy |
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|
2019
Q4 | $708K | Buy |
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|
2019
Q3 | $653K | Buy |
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|
2019
Q2 | $584K | Buy |
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|
2019
Q1 | $550K | Buy |
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