Buska Wealth Management’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 | $242K | Sell |
2,959
-543
| -16% | -$44.3K | 0.07% | 61 |
|
|
2025
Q1 | $276K | Sell |
3,502
-46
| -1% | -$3.63K | 0.09% | 56 |
|
|
2024
Q4 | $269K | Sell |
3,548
-448
| -11% | -$33.9K | 0.09% | 54 |
|
|
2024
Q3 | $323K | Sell |
3,996
-130
| -3% | -$10.5K | 0.11% | 46 |
|
|
2024
Q2 | $281K | Sell |
4,126
-5,355
| -56% | -$365K | 0.11% | 43 |
|
|
2024
Q1 | $622K | Buy |
+9,481
| New | +$622K | 0.27% | 30 |
|