Brighton Jones LLC’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 | $373K | Buy |
4,571
+339
| +8% | +$27.7K | 0.01% | 639 |
|
|
2025
Q1 | $334K | Buy |
4,232
+409
| +11% | +$32.2K | 0.01% | 497 |
|
|
2024
Q4 | $289K | Buy |
3,823
+433
| +13% | +$32.8K | 0.01% | 525 |
|
|
2024
Q3 | $274K | Sell |
3,390
-217
| -6% | -$17.5K | 0.01% | 452 |
|
|
2024
Q2 | $246K | Buy |
3,607
+319
| +10% | +$21.7K | 0.01% | 518 |
|
|
2024
Q1 | $216K | Sell |
3,288
-218
| -6% | -$14.3K | 0.01% | 554 |
|
|
2023
Q4 | $222K | Sell |
3,506
-218
| -6% | -$13.8K | 0.01% | 510 |
|
|
2023
Q3 | $219K | Buy |
3,724
+94
| +3% | +$5.54K | 0.01% | 479 |
|
|
2023
Q2 | $238K | Sell |
3,630
-393
| -10% | -$25.7K | 0.01% | 459 |
|
|
2023
Q1 | $272K | Buy |
4,023
+142
| +4% | +$9.61K | 0.02% | 401 |
|
|
2022
Q4 | $274K | Sell |
3,881
-2,149
| -36% | -$151K | 0.02% | 356 |
|
|
2022
Q3 | $395K | Buy |
6,030
+2,276
| +61% | +$149K | 0.02% | 281 |
|
|
2022
Q2 | $263K | Sell |
3,754
-717
| -16% | -$50.2K | 0.02% | 356 |
|
|
2022
Q1 | $333K | Buy |
4,471
+254
| +6% | +$18.9K | 0.02% | 345 |
|
|
2021
Q4 | $302K | Sell |
4,217
-184
| -4% | -$13.2K | 0.01% | 367 |
|
|
2021
Q3 | $281K | Buy |
4,401
+233
| +6% | +$14.9K | 0.01% | 377 |
|
|
2021
Q2 | $264K | Buy |
4,168
+24
| +0.6% | +$1.52K | 0.01% | 379 |
|
|
2021
Q1 | $265K | Buy |
4,144
+22
| +0.5% | +$1.41K | 0.02% | 333 |
|
|
2020
Q4 | $258K | Buy |
+4,122
| New | +$258K | 0.02% | 315 |
|