CWA
Clarus Wealth Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
+20,937
| New | +$1.7M | 0.79% | 35 |
|
|
2020
Q1 | – | Sell |
-3,332
| Closed | -$214K | – | 153 |
|
|
2019
Q4 | $214K | Sell |
3,332
-955
| -22% | -$61.3K | 0.14% | 128 |
|
|
2019
Q3 | $278K | Buy |
4,287
+155
| +4% | +$10.1K | 0.2% | 104 |
|
|
2019
Q2 | $246K | Buy |
+4,132
| New | +$246K | 0.18% | 87 |
|
|
2019
Q1 | – | Sell |
-434
| Closed | -$23K | – | 733 |
|
|
2018
Q4 | $23K | Buy |
434
+3
| +0.7% | +$159 | 0.04% | 385 |
|
|
2018
Q3 | $23K | Buy |
431
+7
| +2% | +$374 | 0.02% | 415 |
|
|
2018
Q2 | $21K | Buy |
+424
| New | +$21K | 0.02% | 423 |
|