Cherry Tree 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 | $512K | Sell |
6,271
-365
| -6% | -$29.8K | 0.12% | 88 |
|
|
2025
Q1 | $523K | Hold |
6,636
| – | – | 0.13% | 86 |
|
|
2024
Q4 | $502K | Hold |
6,636
| – | – | 0.12% | 88 |
|
|
2024
Q3 | $536K | Hold |
6,636
| – | – | 0.13% | 90 |
|
|
2024
Q2 | $452K | Hold |
6,636
| – | – | 0.11% | 100 |
|
|
2024
Q1 | $436K | Sell |
6,636
-321
| -5% | -$21.1K | 0.11% | 96 |
|
|
2023
Q4 | $441K | Sell |
6,957
-837
| -11% | -$53K | 0.12% | 92 |
|
|
2023
Q3 | $459K | Sell |
7,794
-643
| -8% | -$37.9K | 0.13% | 85 |
|
|
2023
Q2 | $552K | Buy |
+8,437
| New | +$552K | 0.16% | 77 |
|