Channel Wealth’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
$212K Sell
2,594
-14,299
-85% -$1.17M 0.06% 160
2025
Q1
$1.33M Sell
16,893
-201
-1% -$15.8K 0.41% 57
2024
Q4
$1.29M Sell
17,094
-13,806
-45% -$1.04M 0.42% 57
2024
Q3
$2.5M Buy
30,900
+23,489
+317% +$1.9M 0.82% 41
2024
Q2
$505K Buy
7,411
+2,134
+40% +$145K 0.18% 91
2024
Q1
$346K Buy
+5,277
New +$346K 0.14% 115