Accurate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,389
| Closed | -$256K | – | 423 |
|
|
2024
Q4 | $256K | Sell |
3,389
-94,363
| -97% | -$7.13M | 0.05% | 321 |
|
|
2024
Q3 | $7.88M | Sell |
97,752
-20,154
| -17% | -$1.62M | 1.58% | 7 |
|
|
2024
Q2 | $8.2M | Buy |
+117,906
| New | +$8.2M | 1.97% | 7 |
|
|
2023
Q1 | – | Sell |
-2,115
| Closed | -$151K | – | 1494 |
|
|
2022
Q4 | $151K | Buy |
+2,115
| New | +$151K | 0.06% | 240 |
|