Zullo Investment Group’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 | $2.61M | Buy |
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|
2025
Q2 | $2.35M | Buy |
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|
2025
Q1 | $2.24M | Sell |
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|
2024
Q4 | $2.2M | Sell |
|
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|
2024
Q3 | $2.38M | Buy |
|
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|
2024
Q2 | $2M | Buy |
|
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|
2024
Q1 | $1.89M | Buy |
|
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|
2023
Q4 | $1.8M | Buy |
|
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|
2023
Q3 | $1.65M | Buy |
|
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|
2023
Q2 | $1.68M | Sell |
|
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|
2023
Q1 | $1.77M | Buy |
|
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|
2022
Q4 | $1.79M | Buy |
|
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|
2022
Q3 | $1.61M | Buy |
|
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|
2022
Q2 | $1.63M | Buy |
|
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|
2022
Q1 | $1.63M | Buy |
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|
2021
Q4 | $1.49M | Buy |
|