All Terrain Financial Advisors’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 | $340K | Sell |
4,163
-293
| -7% | -$23.9K | 0.1% | 67 |
|
|
2025
Q1 | $351K | Buy |
4,456
+6
| +0.1% | +$473 | 0.11% | 61 |
|
|
2024
Q4 | $337K | Buy |
4,450
+6
| +0.1% | +$454 | 0.11% | 60 |
|
|
2024
Q3 | $359K | Sell |
4,444
-463
| -9% | -$37.4K | 0.13% | 60 |
|
|
2024
Q2 | $334K | Sell |
4,907
-40
| -0.8% | -$2.73K | 0.13% | 61 |
|
|
2024
Q1 | $325K | Buy |
4,947
+10
| +0.2% | +$656 | 0.13% | 63 |
|
|
2023
Q4 | $313K | Buy |
4,937
+11
| +0.2% | +$697 | 0.12% | 57 |
|
|
2023
Q3 | $290K | Buy |
4,926
+9
| +0.2% | +$530 | 0.12% | 59 |
|
|
2023
Q2 | $322K | Buy |
4,917
+9
| +0.2% | +$589 | 0.12% | 57 |
|
|
2023
Q1 | $332K | Buy |
4,908
+9
| +0.2% | +$609 | 0.14% | 54 |
|
|
2022
Q4 | $345K | Buy |
4,899
+9
| +0.2% | +$635 | 0.15% | 52 |
|
|
2022
Q3 | $320K | Sell |
4,890
-18
| -0.4% | -$1.18K | 0.14% | 52 |
|
|
2022
Q2 | $344K | Sell |
4,908
-277
| -5% | -$19.4K | 0.15% | 50 |
|
|
2022
Q1 | $386K | Buy |
5,185
+8
| +0.2% | +$596 | 0.16% | 53 |
|
|
2021
Q4 | $371K | Buy |
5,177
+9
| +0.2% | +$645 | 0.15% | 50 |
|
|
2021
Q3 | $330K | Buy |
5,168
+1,372
| +36% | +$87.6K | 0.14% | 54 |
|
|
2021
Q2 | $240K | Buy |
+3,796
| New | +$240K | 0.11% | 72 |
|