Cordatus 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 | $3.01M | Sell |
36,901
-183
| -0.5% | -$14.9K | 0.74% | 38 |
|
|
2025
Q1 | $2.92M | Sell |
37,084
-66,837
| -64% | -$5.27M | 0.8% | 42 |
|
|
2024
Q4 | $7.87M | Buy |
103,921
+70,370
| +210% | +$5.33M | 2.07% | 9 |
|
|
2024
Q3 | $2.71M | Buy |
33,551
+491
| +1% | +$39.7K | 0.97% | 31 |
|
|
2024
Q2 | $2.25M | Buy |
33,060
+423
| +1% | +$28.8K | 0.84% | 38 |
|
|
2024
Q1 | $2.14M | Buy |
+32,637
| New | +$2.14M | 1.55% | 21 |
|