Carson Advisory’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 | $264K | Hold |
3,239
| – | – | 0.17% | 133 |
|
|
2025
Q1 | $255K | Buy |
+3,239
| New | +$255K | 0.17% | 132 |
|
|
2024
Q4 | – | Sell |
-8,814
| Closed | -$712K | – | 187 |
|
|
2024
Q3 | $712K | Buy |
8,814
+379
| +4% | +$30.6K | 0.45% | 67 |
|
|
2024
Q2 | $575K | Buy |
8,435
+137
| +2% | +$9.34K | 0.4% | 74 |
|
|
2024
Q1 | $545K | Buy |
8,298
+211
| +3% | +$13.9K | 0.38% | 81 |
|
|
2023
Q4 | $512K | Buy |
+8,087
| New | +$512K | 0.4% | 81 |
|