TRUE Private Wealth 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
Q2 | $2.97M | Buy |
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|
2025
Q1 | $2.69M | Sell |
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|
2024
Q4 | $2.59M | Buy |
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|
2024
Q3 | $2.75M | Sell |
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|
2024
Q2 | $3.07M | Buy |
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|
2024
Q1 | $683K | Buy |
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|
2023
Q4 | $651K | Buy |
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|
2023
Q3 | $604K | Sell |
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|
2023
Q2 | $707K | Buy |
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|
2023
Q1 | $726K | Sell |
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|
2022
Q4 | $806K | Buy |
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|
2022
Q3 | $738K | Sell |
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|
2022
Q2 | $821K | Buy |
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|
2022
Q1 | $786K | Sell |
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|
2021
Q4 | $829K | Sell |
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|
2021
Q3 | $808K | Buy |
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|
2021
Q2 | $776K | Buy |
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|
2021
Q1 | $673K | Buy |
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|
2020
Q4 | $527K | Buy |
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|
2020
Q3 | $480K | Buy |
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|
2020
Q2 | $432K | Buy |
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|
2020
Q1 | $133K | Sell |
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|
2019
Q4 | $165K | Sell |
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|
2019
Q3 | $203K | Sell |
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|
2019
Q2 | $195K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $169K | Buy |
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