YHB Investment Advisors’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 | $310K | Sell |
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|
2025
Q2 | $291K | Buy |
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|
2025
Q1 | $280K | Sell |
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|
2024
Q4 | $305K | Sell |
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|
2024
Q3 | $327K | Sell |
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|
2024
Q2 | $283K | Sell |
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|
2024
Q1 | $329K | Sell |
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|
2023
Q4 | $455K | Buy |
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|
2023
Q3 | $346K | Sell |
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|
2023
Q2 | $445K | Sell |
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|
2023
Q1 | $480K | Sell |
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|
2022
Q4 | $517K | Sell |
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|
2022
Q3 | $500K | Sell |
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|
2022
Q2 | $589K | Sell |
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|
2022
Q1 | $634K | Sell |
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|
2021
Q4 | $632K | Sell |
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|
2021
Q3 | $807K | Sell |
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|
2021
Q2 | $829K | Buy |
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|
2021
Q1 | $807K | Sell |
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|
2020
Q4 | $869K | Buy |
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|
2020
Q3 | $793K | Sell |
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|
2020
Q2 | $770K | Buy |
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|
2020
Q1 | $734K | Sell |
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|
2019
Q4 | $875K | Buy |
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|
2019
Q3 | $821K | Sell |
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|
2019
Q2 | $760K | Buy |
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|
2019
Q1 | $715K | Buy |
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|
2018
Q4 | $464K | Buy |
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|
2018
Q3 | $450K | Buy |
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|
2018
Q2 | $434K | Sell |
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|
2018
Q1 | $427K | Sell |
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|
2017
Q4 | $448K | Sell |
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|
2017
Q3 | $461K | Buy |
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|
2017
Q2 | $324K | Hold |
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|
2017
Q1 | $322K | Buy |
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|
2016
Q4 | $273K | Buy |
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|
2016
Q3 | $235K | Buy |
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|
2016
Q2 | $236K | Sell |
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|
2016
Q1 | $229K | Buy |
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