Consolidated Portfolio Review Corp’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 | $376K | Buy |
4,606
+696
| +18% | +$56.8K | 0.05% | 304 |
|
|
2025
Q1 | $308K | Buy |
3,910
+492
| +14% | +$38.8K | 0.05% | 293 |
|
|
2024
Q4 | $259K | Sell |
3,418
-7,568
| -69% | -$573K | 0.04% | 320 |
|
|
2024
Q3 | $887K | Buy |
10,986
+301
| +3% | +$24.3K | 0.2% | 132 |
|
|
2024
Q2 | $728K | Buy |
10,685
+3,007
| +39% | +$205K | 0.17% | 149 |
|
|
2024
Q1 | $504K | Sell |
7,678
-760
| -9% | -$49.9K | 0.13% | 160 |
|
|
2023
Q4 | $534K | Buy |
8,438
+4,584
| +119% | +$290K | 0.12% | 165 |
|
|
2023
Q3 | $227K | Buy |
+3,854
| New | +$227K | 0.06% | 280 |
|