Wealthspire Advisors (Maryland)’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $206K | Buy |
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|
2019
Q4 | $219K | Buy |
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|
2019
Q3 | $216K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $205K | Hold |
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|
2018
Q4 | $187K | Sell |
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|
2018
Q3 | $246K | Sell |
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|
2018
Q2 | $244K | Sell |
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|
2018
Q1 | $275K | Sell |
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|
2017
Q4 | $297K | Sell |
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|
2017
Q3 | $332K | Hold |
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|
2017
Q2 | $325K | Buy |
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|
2017
Q1 | $108K | Sell |
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|
2016
Q4 | $192K | Sell |
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|
2016
Q3 | $200K | Hold |
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|
2016
Q2 | $214K | Sell |
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|
2016
Q1 | $222K | Hold |
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|
2015
Q4 | $194K | Buy |
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