V2 Financial group’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 | $614K | Buy |
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|
2025
Q2 | $557K | Buy |
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|
2025
Q1 | $522K | Buy |
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|
2024
Q4 | $346K | Buy |
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|
2024
Q3 | $315K | Hold |
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|
2024
Q2 | $279K | Hold |
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|
2024
Q1 | $256K | Buy |
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|
2023
Q4 | $237K | Buy |
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|
2023
Q3 | $212K | Hold |
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|
2023
Q2 | $236K | Hold |
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|
2023
Q1 | $244K | Sell |
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|
2022
Q4 | $306K | Hold |
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|
2022
Q3 | $284K | Hold |
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|
2022
Q2 | $304K | Sell |
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|
2022
Q1 | $747K | Sell |
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|
2021
Q4 | $763K | Buy |
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|
2021
Q3 | $475K | Hold |
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|
2021
Q2 | $470K | Sell |
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|
2021
Q1 | $490K | Buy |
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|
2020
Q4 | $449K | Buy |
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