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Atlantic Edge Private Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Atlantic Edge Private Wealth Management’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$26.1K Hold
320
– – 0.01% 262
2025
Q1 		$25.2K Hold
320
– – 0.01% 257
2024
Q4 		$24.2K Hold
320
– – 0.01% 254
2024
Q3 		$25.9K Buy
+320
New +$25.9K 0.01% 241