WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $31.4K | Hold |
|
|||||
|
2024
Q3 | $33.5K | Hold |
|
|||||
|
2024
Q2 | $28.3K | Hold |
|
|||||
|
2024
Q1 | $27.2K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $72.2K | Hold |
|
|||||
|
2023
Q2 | $80.2K | Buy |
|
|||||
|
2023
Q1 | $49K | Buy |
|
|||||
|
2022
Q4 | $19K | Hold |
|
|||||
|
2022
Q3 | $17.7K | Sell |
|
|||||
|
2022
Q2 | $20.3K | Buy |
|
|||||
|
2022
Q1 | $18.4K | Buy |
|