Colton Groome Financial Advisors’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 | $1.7M | Buy |
20,771
+330
| +2% | +$26.9K | 0.57% | 35 |
|
|
2025
Q1 | $1.61M | Sell |
20,441
-1,114
| -5% | -$87.9K | 0.63% | 31 |
|
|
2024
Q4 | $1.63M | Buy |
21,555
+2,144
| +11% | +$162K | 0.62% | 34 |
|
|
2024
Q3 | $1.57M | Buy |
19,411
+200
| +1% | +$16.2K | 0.59% | 37 |
|
|
2024
Q2 | $1.31M | Sell |
19,211
-509
| -3% | -$34.7K | 0.52% | 39 |
|
|
2024
Q1 | $1.29M | Buy |
19,720
+805
| +4% | +$52.8K | 0.52% | 40 |
|
|
2023
Q4 | $1.2M | Buy |
18,915
+4,530
| +31% | +$287K | 0.52% | 40 |
|
|
2023
Q3 | $848K | Buy |
14,385
+2,075
| +17% | +$122K | 0.42% | 50 |
|
|
2023
Q2 | $806K | Buy |
12,310
+3,292
| +37% | +$215K | 0.38% | 59 |
|
|
2023
Q1 | $610K | Buy |
9,018
+3,133
| +53% | +$212K | 0.29% | 68 |
|
|
2022
Q4 | $415K | Buy |
5,885
+2,735
| +87% | +$193K | 0.2% | 83 |
|
|
2022
Q3 | $206K | Buy |
+3,150
| New | +$206K | 0.11% | 113 |
|