Connecticut 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 | $753K | Buy |
14,374
+10,687
| +290% | +$560K | 0.04% | 178 |
|
|
2025
Q1 | $291K | Sell |
3,687
-22,533
| -86% | -$1.78M | 0.02% | 258 |
|
|
2024
Q4 | $1.61M | Buy |
26,220
+18,720
| +250% | +$1.15M | 0.08% | 94 |
|
|
2024
Q3 | $606K | Hold |
7,500
| – | – | 0.03% | 200 |
|
|
2024
Q2 | $511K | Hold |
7,500
| – | – | 0.03% | 211 |
|
|
2024
Q1 | $492K | Hold |
7,500
| – | – | 0.03% | 216 |
|
|
2023
Q4 | $475K | Buy |
+7,500
| New | +$475K | 0.03% | 216 |
|