WealthShield 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 | $1.25M | Hold |
|
|||||
|
2025
Q2 | $1.17M | Hold |
|
|||||
|
2025
Q1 | $1.13M | Buy |
|
|||||
|
2024
Q4 | $1.06M | Sell |
|
|||||
|
2024
Q3 | $1.15M | Buy |
|
|||||
|
2024
Q2 | $955K | Buy |
|
|||||
|
2024
Q1 | $139K | Sell |
|
|||||
|
2023
Q4 | $888K | Hold |
|
|||||
|
2023
Q3 | $826K | Buy |
|
|||||
|
2023
Q2 | $656K | Sell |
|
|||||
|
2023
Q1 | $719K | Buy |
|
|||||
|
2022
Q4 | $690K | Buy |
|
|||||
|
2022
Q3 | $640K | Sell |
|
|||||
|
2022
Q2 | $737K | Buy |
|
|||||
|
2022
Q1 | $781K | Sell |
|
|||||
|
2021
Q4 | $791K | Buy |
|
|||||
|
2021
Q3 | $704K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $698K | Buy |
|
|||||
|
2020
Q4 | $653K | Buy |
|
|||||
|
2020
Q3 | $584K | Buy |
|
|||||
|
2020
Q2 | $510K | Hold |
|
|||||
|
2020
Q1 | $500K | Hold |
|
|||||
|
2019
Q4 | $584K | Hold |
|
|||||
|
2019
Q3 | $585K | Hold |
|
|||||
|
2019
Q2 | $539K | Sell |
|
|||||
|
2019
Q1 | $1.52M | Buy |
|
|||||
|
2018
Q4 | $478K | Hold |
|
|||||
|
2018
Q3 | $475K | Hold |
|
|||||
|
2018
Q2 | $469K | Hold |
|
|||||
|
2018
Q1 | $456K | Sell |
|
|||||
|
2017
Q4 | $538K | Buy |
|