Christensen King & Associates Investment Services’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 | $323K | Buy |
3,951
+133
| +3% | +$10.9K | 0.15% | 77 |
|
|
2025
Q1 | $294K | Hold |
3,818
| – | – | 0.14% | 81 |
|
|
2024
Q4 | $292K | Hold |
3,818
| – | – | 0.14% | 78 |
|
|
2024
Q3 | $308K | Sell |
3,818
-215
| -5% | -$17.4K | 0.15% | 78 |
|
|
2024
Q2 | $275K | Hold |
4,033
| – | – | 0.14% | 80 |
|
|
2024
Q1 | $265K | Buy |
4,033
+77
| +2% | +$5.06K | 0.13% | 86 |
|
|
2023
Q4 | $251K | Buy |
+3,956
| New | +$251K | 0.13% | 85 |
|