WealthOne’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $476K | Sell |
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|
2023
Q2 | $669K | Buy |
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|
2023
Q1 | $669K | Sell |
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|
2022
Q4 | $725K | Buy |
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|
2022
Q3 | $540K | Sell |
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|
2022
Q2 | $611K | Buy |
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|
2022
Q1 | $634K | Buy |
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|
2021
Q4 | $577K | Sell |
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|
2021
Q3 | $540K | Sell |
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|
2021
Q2 | $892K | Buy |
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|
2021
Q1 | $534K | Buy |
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|
2020
Q4 | $518K | Buy |
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|
2020
Q3 | $488K | Buy |
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|
2020
Q2 | $395K | Sell |
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|
2020
Q1 | $447K | Buy |
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|
2019
Q4 | $493K | Sell |
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|
2019
Q3 | $853K | Buy |
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|
2019
Q2 | $784K | Buy |
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|
2019
Q1 | $250K | Sell |
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|
2018
Q4 | $380K | Buy |
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