9258 Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $464K | Sell |
5,740
-67
| -1% | -$5.41K | 0.07% | 213 |
|
|
2024
Q2 | $396K | Sell |
5,807
-296
| -5% | -$20.2K | 0.06% | 227 |
|
|
2024
Q1 | $401K | Buy |
6,103
+488
| +9% | +$32K | 0.06% | 228 |
|
|
2023
Q4 | $356K | Sell |
5,615
-4,611
| -45% | -$292K | 0.06% | 226 |
|
|
2023
Q3 | $603K | Sell |
10,226
-218
| -2% | -$12.8K | 0.12% | 156 |
|
|
2023
Q2 | $683K | Buy |
10,444
+1,740
| +20% | +$114K | 0.13% | 144 |
|
|
2023
Q1 | $589K | Buy |
8,704
+2,464
| +39% | +$167K | 0.12% | 157 |
|
|
2022
Q4 | $440K | Sell |
6,240
-131
| -2% | -$9.24K | 0.1% | 192 |
|
|
2022
Q3 | $417K | Buy |
6,371
+1,600
| +34% | +$105K | 0.11% | 186 |
|
|
2022
Q2 | $335K | Buy |
+4,771
| New | +$335K | 0.09% | 230 |
|