ClientFirst 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 | $402K | Sell |
4,924
-500
| -9% | -$40.8K | 0.41% | 26 |
|
|
2025
Q1 | $428K | Buy |
5,424
+500
| +10% | +$39.4K | 0.48% | 21 |
|
|
2024
Q4 | $373K | Buy |
+4,924
| New | +$373K | 0.38% | 27 |
|
|
2022
Q3 | – | Sell |
-3,890
| Closed | -$273K | – | 29 |
|
|
2022
Q2 | $273K | Hold |
3,890
| – | – | 0.42% | 25 |
|
|
2022
Q1 | $289K | Hold |
3,890
| – | – | 0.27% | 23 |
|
|
2021
Q4 | $285K | Buy |
+3,890
| New | +$285K | 0.26% | 23 |
|