BOK Financial Private Wealth’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 |
-29
| Closed | -$2.2K | – | 685 |
|
|
2024
Q4 | $2.2K | Hold |
29
| – | – | ﹤0.01% | 440 |
|
|
2024
Q3 | $2.34K | Sell |
29
-691
| -96% | -$55.8K | ﹤0.01% | 468 |
|
|
2024
Q2 | $49.1K | Buy |
720
+29
| +4% | +$1.98K | ﹤0.01% | 256 |
|
|
2024
Q1 | $45.4K | Sell |
691
-501
| -42% | -$32.9K | ﹤0.01% | 269 |
|
|
2023
Q4 | $75.5K | Hold |
1,192
| – | – | 0.01% | 212 |
|
|
2023
Q3 | $70.2K | Hold |
1,192
| – | – | 0.01% | 206 |
|
|
2023
Q2 | $78K | Hold |
1,192
| – | – | 0.01% | 204 |
|
|
2023
Q1 | $80.7K | Hold |
1,192
| – | – | 0.01% | 212 |
|
|
2022
Q4 | $84K | Hold |
1,192
| – | – | 0.01% | 205 |
|
|
2022
Q3 | $78K | Buy |
+1,192
| New | +$78K | 0.01% | 218 |
|