Cooksen Wealth’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 | $703K | Buy |
8,604
+1,427
| +20% | +$117K | 0.56% | 32 |
|
|
2025
Q1 | $471K | Sell |
7,177
-723
| -9% | -$47.5K | 0.48% | 35 |
|
|
2024
Q4 | $598K | Buy |
7,900
+273
| +4% | +$20.7K | 0.55% | 33 |
|
|
2024
Q3 | $616K | Buy |
7,627
+231
| +3% | +$18.7K | 0.58% | 34 |
|
|
2024
Q2 | $504K | Buy |
7,396
+219
| +3% | +$14.9K | 0.51% | 35 |
|
|
2024
Q1 | $471K | Buy |
7,177
+843
| +13% | +$55.3K | 0.49% | 35 |
|
|
2023
Q4 | $401K | Buy |
+6,334
| New | +$401K | 0.46% | 35 |
|