Valeo 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 | $448K | Sell |
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|
2025
Q2 | $480K | Buy |
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|
2025
Q1 | $463K | Buy |
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|
2024
Q4 | $373K | Sell |
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|
2024
Q3 | $450K | Buy |
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|
2024
Q2 | $318K | Buy |
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|
2024
Q1 | $310K | Buy |
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|
2023
Q4 | $270K | Buy |
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|
2023
Q3 | $240K | Buy |
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|
2023
Q2 | $243K | Sell |
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|
2023
Q1 | $351K | Buy |
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|
2022
Q4 | $310K | Buy |
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|
2022
Q3 | $279K | Sell |
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|
2022
Q2 | $313K | Sell |
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|
2022
Q1 | $697K | Buy |
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|
2021
Q4 | $585K | Buy |
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|
2021
Q3 | $515K | Buy |
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|
2021
Q2 | $491K | Buy |
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|
2021
Q1 | $393K | Hold |
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|
2020
Q4 | $385K | Sell |
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|
2020
Q3 | $402K | Sell |
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|
2020
Q2 | $754K | Sell |
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|
2020
Q1 | $824K | Buy |
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|
2019
Q4 | $158K | Buy |
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|
2019
Q3 | $158K | Buy |
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|
2019
Q2 | $136K | Buy |
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|
2019
Q1 | $78K | Buy |
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|
2018
Q4 | $36K | Sell |
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|
2018
Q3 | $121K | Sell |
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|
2018
Q2 | $527K | Buy |
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|
2018
Q1 | $351K | Sell |
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|
2017
Q4 | $659K | Buy |
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|
2017
Q3 | $109K | Buy |
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