Belmont Capital’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 | $27.7K | Hold |
339
| – | – | ﹤0.01% | 150 |
|
|
2025
Q1 | $26.7K | Hold |
339
| – | – | ﹤0.01% | 151 |
|
|
2024
Q4 | $25.7K | Buy |
339
+156
| +85% | +$11.8K | ﹤0.01% | 107 |
|
|
2024
Q3 | $14.8K | Hold |
183
| – | – | ﹤0.01% | 155 |
|
|
2024
Q2 | $12.5K | Hold |
183
| – | – | ﹤0.01% | 180 |
|
|
2024
Q1 | $12K | Hold |
183
| – | – | ﹤0.01% | 157 |
|
|
2023
Q4 | $11.6K | Hold |
183
| – | – | ﹤0.01% | 139 |
|
|
2023
Q3 | $10.8K | Hold |
183
| – | – | 0.01% | 139 |
|
|
2023
Q2 | $12K | Hold |
183
| – | – | 0.01% | 133 |
|
|
2023
Q1 | $12.4K | Hold |
183
| – | – | 0.01% | 87 |
|
|
2022
Q4 | $13K | Buy |
183
+48
| +36% | +$3.41K | 0.01% | 87 |
|
|
2022
Q3 | $9K | Buy |
+135
| New | +$9K | 0.01% | 92 |
|