Acima Private Wealth’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
Q2 | $29.7K | Hold |
364
| – | – | 0.01% | 157 |
|
|
2025
Q1 | $28.7K | Hold |
364
| – | – | 0.01% | 158 |
|
|
2024
Q4 | $27.6K | Hold |
364
| – | – | 0.01% | 161 |
|
|
2024
Q3 | $29.4K | Hold |
364
| – | – | 0.01% | 161 |
|
|
2024
Q2 | $24.8K | Hold |
364
| – | – | 0.01% | 160 |
|
|
2024
Q1 | $23.9K | Hold |
364
| – | – | 0.01% | 167 |
|
|
2023
Q4 | $23.1K | Hold |
364
| – | – | 0.01% | 177 |
|
|
2023
Q3 | $21.5K | Hold |
364
| – | – | 0.01% | 181 |
|
|
2023
Q2 | $23.8K | Hold |
364
| – | – | 0.01% | 184 |
|
|
2023
Q1 | $24.6K | Hold |
364
| – | – | 0.01% | 187 |
|
|
2022
Q4 | $25.7K | Hold |
364
| – | – | 0.01% | 176 |
|
|
2022
Q3 | $23.8K | Hold |
364
| – | – | 0.01% | 178 |
|
|
2022
Q2 | $25.5K | Hold |
364
| – | – | 0.01% | 181 |
|
|
2022
Q1 | $27K | Hold |
364
| – | – | 0.01% | 186 |
|
|
2021
Q4 | $26K | Hold |
364
| – | – | 0.01% | 192 |
|
|
2021
Q3 | $23K | Hold |
364
| – | – | 0.01% | 187 |
|
|
2021
Q2 | $23K | Hold |
364
| – | – | 0.01% | 183 |
|
|
2021
Q1 | $23K | Hold |
364
| – | – | 0.01% | 182 |
|
|
2020
Q4 | $23K | Hold |
364
| – | – | 0.01% | 182 |
|
|
2020
Q3 | $22K | Hold |
364
| – | – | 0.01% | 178 |
|
|
2020
Q2 | $21K | Hold |
364
| – | – | 0.01% | 198 |
|
|
2020
Q1 | $20K | Sell |
364
-2,896
| -89% | -$159K | 0.02% | 201 |
|
|
2019
Q4 | $211K | Buy |
3,260
+571
| +21% | +$37K | 0.15% | 132 |
|
|
2019
Q3 | $174K | Hold |
2,689
| – | – | 0.13% | 141 |
|
|
2019
Q2 | $160K | Hold |
2,689
| – | – | 0.13% | 138 |
|
|
2019
Q1 | $156K | Sell |
2,689
-5,329
| -66% | -$309K | 0.13% | 133 |
|
|
2018
Q4 | $424K | Buy |
+8,018
| New | +$424K | 0.42% | 59 |
|