Carderock Capital 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 | $69.4K | Buy |
+850
| New | +$69.4K | 0.02% | 101 |
|
|
2023
Q2 | – | Sell |
-1,000
| Closed | -$67.7K | – | 122 |
|
|
2023
Q1 | $67.7K | Buy |
+1,000
| New | +$67.7K | 0.02% | 89 |
|
|
2021
Q4 | – | Sell |
-1,221
| Closed | -$78K | – | 151 |
|
|
2021
Q3 | $78K | Buy |
+1,221
| New | +$78K | 0.02% | 98 |
|
|
2014
Q2 | – | Sell |
-418
| Closed | -$17K | – | 201 |
|
|
2014
Q1 | $17K | Buy |
+418
| New | +$17K | 0.01% | 179 |
|