Beacon Capital Management LLC (Tennessee)’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
Q1 | – | Sell |
-19
| Closed | -$1.44K | – | 1192 |
|
|
2024
Q4 | $1.44K | Hold |
19
| – | – | ﹤0.01% | 951 |
|
|
2024
Q3 | $1.54K | Hold |
19
| – | – | ﹤0.01% | 1048 |
|
|
2024
Q2 | $1.3K | Hold |
19
| – | – | ﹤0.01% | 921 |
|
|
2024
Q1 | $1.25K | Hold |
19
| – | – | ﹤0.01% | 936 |
|
|
2023
Q4 | $1.12K | Hold |
19
| – | – | ﹤0.01% | 856 |
|
|
2023
Q3 | $1.24K | Hold |
19
| – | – | ﹤0.01% | 899 |
|
|
2023
Q2 | $1.24K | Sell |
19
-458
| -96% | -$30K | ﹤0.01% | 899 |
|
|
2023
Q1 | $32.3K | Buy |
477
+458
| +2,411% | +$31K | 0.01% | 289 |
|
|
2022
Q4 | $1.34K | Hold |
19
| – | – | ﹤0.01% | 850 |
|
|
2022
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 860 |
|
|
2022
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 903 |
|
|
2022
Q1 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 904 |
|