Arkfeld Wealth Strategies’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 | $1.13M | Buy |
13,839
+8
| +0.1% | +$656 | 0.45% | 41 |
|
|
2025
Q1 | $1.05M | Sell |
13,831
-531
| -4% | -$40.3K | 0.46% | 37 |
|
|
2024
Q4 | $1.07M | Buy |
14,362
+56
| +0.4% | +$4.18K | 0.49% | 39 |
|
|
2024
Q3 | $1.16M | Buy |
14,306
+31
| +0.2% | +$2.52K | 0.56% | 35 |
|
|
2024
Q2 | $980K | Buy |
14,275
+54
| +0.4% | +$3.71K | 0.5% | 40 |
|
|
2024
Q1 | $922K | Buy |
14,221
+514
| +4% | +$33.3K | 0.51% | 39 |
|
|
2023
Q4 | $884K | Buy |
13,707
+658
| +5% | +$42.4K | 0.58% | 32 |
|
|
2023
Q3 | $765K | Sell |
13,049
-34
| -0.3% | -$1.99K | 0.55% | 32 |
|
|
2023
Q2 | $875K | Buy |
13,083
+35
| +0.3% | +$2.34K | 0.63% | 28 |
|
|
2023
Q1 | $910K | Buy |
13,048
+42
| +0.3% | +$2.93K | 0.65% | 31 |
|
|
2022
Q4 | $930K | Sell |
13,006
-1,984
| -13% | -$142K | 0.61% | 31 |
|
|
2022
Q3 | $932K | Sell |
14,990
-497
| -3% | -$30.9K | 0.65% | 33 |
|
|
2022
Q2 | $1.08M | Buy |
15,487
+4
| +0% | +$279 | 0.71% | 32 |
|
|
2022
Q1 | $1.18M | Buy |
15,483
+3
| +0% | +$229 | 0.76% | 31 |
|
|
2021
Q4 | $1.08M | Buy |
15,480
+9,004
| +139% | +$629K | 0.65% | 32 |
|
|
2021
Q3 | $419K | Buy |
6,476
+3
| +0% | +$194 | 0.25% | 54 |
|
|
2021
Q2 | $420K | Sell |
6,473
-96
| -1% | -$6.23K | 0.26% | 52 |
|
|
2021
Q1 | $426K | Buy |
6,569
+4
| +0.1% | +$259 | 0.27% | 51 |
|
|
2020
Q4 | $405K | Buy |
6,565
+473
| +8% | +$29.2K | 0.31% | 49 |
|
|
2020
Q3 | $370K | Buy |
6,092
+5
| +0.1% | +$304 | 0.35% | 46 |
|
|
2020
Q2 | $343K | Sell |
6,087
-434
| -7% | -$24.5K | 0.38% | 41 |
|
|
2020
Q1 | $361K | Buy |
+6,521
| New | +$361K | 0.48% | 38 |
|