Capitol Family Office’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 | $23.6K | Hold |
289
| – | – | 0.03% | 37 |
|
|
2025
Q1 | $22.8K | Buy |
+289
| New | +$22.8K | 0.03% | 37 |
|
|
2024
Q1 | – | Sell |
-42,240
| Closed | -$2.68M | – | 17 |
|
|
2023
Q4 | $2.68M | Buy |
42,240
+1,303
| +3% | +$82.5K | 4.5% | 9 |
|
|
2023
Q3 | $2.41M | Sell |
40,937
-1,911
| -4% | -$113K | 4.54% | 8 |
|
|
2023
Q2 | $2.8M | Buy |
42,848
+298
| +0.7% | +$19.5K | 6.4% | 5 |
|
|
2023
Q1 | $2.88M | Buy |
42,550
+980
| +2% | +$66.3K | 5.68% | 4 |
|
|
2022
Q4 | $2.93M | Buy |
+41,570
| New | +$2.93M | 5.94% | 6 |
|