TS Financial Group (TSFG)’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 | $46K | Buy |
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|
2025
Q2 | $42K | Hold |
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|
2025
Q1 | $41K | Buy |
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|
2024
Q4 | $39K | Buy |
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|
2024
Q3 | $42K | Buy |
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|
2024
Q2 | $35K | Hold |
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|
2024
Q1 | $34K | Buy |
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|
2023
Q4 | $14K | Sell |
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|
2023
Q3 | $764K | Sell |
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|
2023
Q2 | $907K | Sell |
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|
2023
Q1 | $1.06M | Sell |
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|
2022
Q4 | $1.26M | Sell |
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|
2022
Q3 | $1.27M | Buy |
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|
2022
Q2 | $149K | Buy |
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|
2022
Q1 | $18K | Hold |
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|
2021
Q4 | $17K | Hold |
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|
2021
Q3 | $16K | Hold |
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|
2021
Q2 | $15K | Buy |
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|
2021
Q1 | $16K | Sell |
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|
2020
Q4 | $27K | Buy |
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|
2020
Q3 | $22K | Hold |
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|
2020
Q2 | $21K | Sell |
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|
2020
Q1 | $29K | Sell |
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|
2019
Q4 | $40K | Buy |
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|
2019
Q3 | $20K | Sell |
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|
2019
Q2 | $26K | Buy |
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|
2019
Q1 | $14K | Buy |
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