Chemistry Wealth 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 | $581K | Buy |
7,109
+734
| +12% | +$59.9K | 0.12% | 103 |
|
|
2025
Q1 | $503K | Sell |
6,375
-191
| -3% | -$15.1K | 0.12% | 103 |
|
|
2024
Q4 | $497K | Sell |
6,566
-632
| -9% | -$47.8K | 0.12% | 102 |
|
|
2024
Q3 | $581K | Buy |
7,198
+1,001
| +16% | +$80.9K | 0.14% | 94 |
|
|
2024
Q2 | $422K | Buy |
6,197
+999
| +19% | +$68.1K | 0.11% | 105 |
|
|
2024
Q1 | $341K | Buy |
+5,198
| New | +$341K | 0.09% | 128 |
|