AWM
Accel 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 | $1.78M | Buy |
21,740
+368
| +2% | +$30.1K | 0.59% | 48 |
|
|
2025
Q1 | $1.69M | Buy |
21,372
+75
| +0.4% | +$5.91K | 0.61% | 44 |
|
|
2024
Q4 | $1.61M | Buy |
21,297
+716
| +3% | +$54.2K | 0.61% | 44 |
|
|
2024
Q3 | $1.66M | Buy |
20,581
+6,425
| +45% | +$519K | 0.62% | 47 |
|
|
2024
Q2 | $965K | Sell |
14,156
-454
| -3% | -$30.9K | 0.39% | 67 |
|
|
2024
Q1 | $959K | Buy |
14,610
+52
| +0.4% | +$3.41K | 0.41% | 64 |
|
|
2023
Q4 | $922K | Sell |
14,558
-204
| -1% | -$12.9K | 0.46% | 62 |
|
|
2023
Q3 | $870K | Sell |
14,762
-996
| -6% | -$58.7K | 0.48% | 61 |
|
|
2023
Q2 | $1.03M | Sell |
15,758
-405
| -3% | -$26.5K | 0.57% | 52 |
|
|
2023
Q1 | $1.09M | Sell |
16,163
-805
| -5% | -$54.5K | 0.45% | 59 |
|
|
2022
Q4 | $1.2M | Sell |
16,968
-1,712
| -9% | -$121K | 0.57% | 48 |
|
|
2022
Q3 | $1.29M | Sell |
18,680
-14
| -0.1% | -$964 | 0.69% | 41 |
|
|
2022
Q2 | $1.3M | Sell |
18,694
-10,931
| -37% | -$762K | 0.75% | 36 |
|
|
2022
Q1 | $2.24M | Buy |
29,625
+311
| +1% | +$23.5K | 1.16% | 17 |
|
|
2021
Q4 | $2.1M | Buy |
29,314
+4,006
| +16% | +$287K | 1.03% | 24 |
|
|
2021
Q3 | $1.62M | Buy |
25,308
+2,724
| +12% | +$174K | 1.04% | 24 |
|
|
2021
Q2 | $1.43M | Buy |
22,584
+4,920
| +28% | +$311K | 0.95% | 25 |
|
|
2021
Q1 | $1.13M | Buy |
17,664
+4,909
| +38% | +$314K | 0.92% | 23 |
|
|
2020
Q4 | $800K | Buy |
+12,755
| New | +$800K | 0.75% | 31 |
|