Westside Investment Management’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 | $320K | Hold |
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|
2025
Q2 | $298K | Buy |
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|
2025
Q1 | $100K | Sell |
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|
2024
Q4 | $123K | Sell |
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|
2024
Q3 | $1.29M | Buy |
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $889K | Buy |
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|
2023
Q3 | $529K | Buy |
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|
2023
Q2 | $466K | Hold |
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|
2023
Q1 | $485K | Buy |
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|
2022
Q4 | $92.1K | Sell |
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|
2022
Q3 | $121K | Buy |
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|
2022
Q2 | $85.6K | Sell |
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|
2022
Q1 | $90K | Buy |
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|
2021
Q4 | $121K | Buy |
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|
2021
Q3 | $40.6K | Buy |
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|
2021
Q2 | $27.5K | Hold |
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|
2021
Q1 | $57 | Hold |
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|
2020
Q4 | $56 | Hold |
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|
2020
Q3 | $53 | Hold |
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|
2020
Q2 | $51 | Hold |
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|
2020
Q1 | $50 | Buy |
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|
2019
Q2 | $129 | Buy |
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|
2018
Q4 | $115K | Buy |
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|
2018
Q3 | $8.92K | Hold |
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|
2018
Q2 | $8.9K | Hold |
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|
2018
Q1 | $8.52K | Hold |
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|
2017
Q4 | $8.81K | Hold |
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|
2017
Q3 | $9.1K | Hold |
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|
2017
Q2 | $8.75K | Hold |
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|
2017
Q1 | $8.8K | Hold |
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|
2016
Q4 | $8.25K | Buy |
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