Valley Wealth Managers’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 | $19.7K | Hold |
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|
2025
Q2 | $18.5K | Hold |
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|
2025
Q1 | $17.8K | Sell |
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|
2024
Q4 | $63.2K | Hold |
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|
2024
Q3 | $67.5K | Sell |
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|
2024
Q2 | $60.2K | Hold |
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|
2024
Q1 | $58K | Buy |
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|
2023
Q4 | $42.3K | Hold |
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|
2023
Q3 | $39.4K | Hold |
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|
2023
Q2 | $43.7K | Sell |
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|
2023
Q1 | $46K | Sell |
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|
2022
Q4 | $85.1K | Sell |
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|
2022
Q3 | $86K | Sell |
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|
2022
Q2 | $107K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $8K | Buy |
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|
2016
Q4 | $3K | Hold |
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|
2016
Q3 | $3K | Buy |
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