AFA
American Financial Advisors’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 | $293K | Sell |
3,585
-148
| -4% | -$12.1K | 0.04% | 125 |
|
|
2025
Q1 | $294K | Sell |
3,733
-88
| -2% | -$6.94K | 0.04% | 116 |
|
|
2024
Q4 | $289K | Sell |
3,821
-1,284
| -25% | -$97.2K | 0.04% | 118 |
|
|
2024
Q3 | $412K | Buy |
5,105
+210
| +4% | +$17K | 0.06% | 93 |
|
|
2024
Q2 | $334K | Sell |
4,895
-627
| -11% | -$42.7K | 0.05% | 106 |
|
|
2024
Q1 | $363K | Sell |
5,522
-42
| -0.8% | -$2.76K | 0.05% | 99 |
|
|
2023
Q4 | $352K | Sell |
5,564
-82
| -1% | -$5.19K | 0.05% | 98 |
|
|
2023
Q3 | $333K | Sell |
5,646
-4,064
| -42% | -$239K | 0.05% | 98 |
|
|
2023
Q2 | $635K | Sell |
9,710
-2,228
| -19% | -$146K | 0.1% | 71 |
|
|
2023
Q1 | $808K | Sell |
11,938
-1,517
| -11% | -$103K | 0.13% | 63 |
|
|
2022
Q4 | $949K | Sell |
13,455
-188
| -1% | -$13.3K | 0.16% | 54 |
|
|
2022
Q3 | $894K | Buy |
13,643
+9,450
| +225% | +$619K | 0.15% | 56 |
|
|
2022
Q2 | $294K | Buy |
+4,193
| New | +$294K | 0.08% | 62 |
|
|
2021
Q2 | – | Sell |
-3,501
| Closed | -$224K | – | 135 |
|
|
2021
Q1 | $224K | Buy |
3,501
+16
| +0.5% | +$1.02K | 0.03% | 117 |
|
|
2020
Q4 | $219K | Buy |
+3,485
| New | +$219K | 0.03% | 115 |
|