Winfield Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.8M | Sell |
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|
2021
Q4 | $2.02M | Buy |
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|
2021
Q3 | $1.77M | Buy |
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|
2021
Q2 | $1.67M | Buy |
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|
2021
Q1 | $1.56M | Buy |
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|
2020
Q4 | $1.4M | Buy |
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|
2020
Q3 | $1.12M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $207K | Hold |
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|
2019
Q3 | $207K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $878K | Sell |
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|
2017
Q3 | $889K | Sell |
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|
2017
Q2 | $885K | Sell |
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|
2017
Q1 | $875K | Sell |
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|
2016
Q4 | $834K | Sell |
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|
2016
Q3 | $923K | Sell |
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|
2016
Q2 | $1.28M | Buy |
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|
2016
Q1 | $665K | Buy |
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|
2015
Q4 | $134K | Hold |
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|
2015
Q3 | $134K | Buy |
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|
2015
Q2 | $37K | Sell |
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|
2015
Q1 | $273K | Buy |
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|
2014
Q4 | $267K | Sell |
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|
2014
Q3 | $255K | Hold |
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|
2014
Q2 | $267K | Buy |
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|
2014
Q1 | $27K | Hold |
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|
2013
Q4 | $25K | Buy |
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