Wealthcare Advisory Partners’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 | $2.52M | Buy |
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|
2025
Q2 | $2.25M | Buy |
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|
2025
Q1 | $2.03M | Sell |
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|
2024
Q4 | $2M | Sell |
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|
2024
Q3 | $2.48M | Buy |
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|
2024
Q2 | $1.23M | Buy |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $810K | Buy |
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|
2023
Q3 | $667K | Sell |
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|
2023
Q2 | $784K | Buy |
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|
2023
Q1 | $759K | Buy |
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|
2022
Q4 | $752K | Buy |
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|
2022
Q3 | $479K | Buy |
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|
2022
Q2 | $441K | Buy |
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|
2022
Q1 | $424K | Sell |
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|
2021
Q4 | $427K | Buy |
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|
2021
Q3 | $292K | Buy |
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|
2021
Q2 | $231K | Buy |
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|
2021
Q1 | $210K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $45K | Sell |
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|
2019
Q4 | $228K | Buy |
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|
2019
Q3 | $34K | Hold |
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|
2019
Q2 | $31K | Hold |
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|
2019
Q1 | $30K | Sell |
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|
2018
Q4 | $29K | Hold |
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|
2018
Q3 | $29K | Buy |
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|
2018
Q2 | $5K | Buy |
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|
2018
Q1 | $0 | Buy |
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