Caitlin John’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 |
-135
| Closed | -$10.2K | – | 812 |
|
|
2024
Q4 | $10.2K | Buy |
135
+37
| +38% | +$2.79K | 0.01% | 464 |
|
|
2024
Q3 | $7.71K | Buy |
98
+64
| +188% | +$5.03K | ﹤0.01% | 506 |
|
|
2024
Q2 | $2.33K | Buy |
34
+5
| +17% | +$342 | ﹤0.01% | 626 |
|
|
2024
Q1 | $1.9K | Buy |
29
+25
| +625% | +$1.64K | ﹤0.01% | 672 |
|
|
2023
Q4 | $253 | Buy |
+4
| New | +$253 | ﹤0.01% | 841 |
|