AWM
Abound Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Sell |
1,297
-11
| -0.8% | -$898 | 0.03% | 120 |
|
|
2025
Q1 | $103K | Buy |
1,308
+343
| +36% | +$27.1K | 0.03% | 110 |
|
|
2024
Q4 | $73K | Buy |
965
+8
| +0.8% | +$605 | 0.02% | 136 |
|
|
2024
Q3 | $77.3K | Sell |
957
-40
| -4% | -$3.23K | 0.03% | 127 |
|
|
2024
Q2 | $67.9K | Sell |
997
-963
| -49% | -$65.6K | 0.03% | 119 |
|
|
2024
Q1 | $129K | Sell |
1,960
-8,203
| -81% | -$538K | 0.05% | 77 |
|
|
2023
Q4 | $644K | Sell |
10,163
-129,356
| -93% | -$8.19M | 0.26% | 30 |
|
|
2023
Q3 | $8.22M | Sell |
139,519
-6,745
| -5% | -$397K | 3.5% | 10 |
|
|
2023
Q2 | $9.57M | Sell |
146,264
-99,665
| -41% | -$6.52M | 4% | 9 |
|
|
2023
Q1 | $16.6M | Sell |
245,929
-5,885
| -2% | -$398K | 7.47% | 5 |
|
|
2022
Q4 | $17.8M | Sell |
251,814
-3,031
| -1% | -$214K | 8.69% | 5 |
|
|
2022
Q3 | $16.7M | Buy |
254,845
+21,914
| +9% | +$1.44M | 9.01% | 1 |
|
|
2022
Q2 | $16.3M | Buy |
+232,931
| New | +$16.3M | 9.1% | 1 |
|