CPR Investments’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 | $211K | Buy |
+2,587
| New | +$211K | 0.16% | 41 |
|
|
2024
Q3 | – | Sell |
-4,855
| Closed | -$331K | – | 47 |
|
|
2024
Q2 | $331K | Buy |
+4,855
| New | +$331K | 0.27% | 34 |
|
|
2023
Q2 | – | Sell |
-4,443
| Closed | -$301K | – | 53 |
|
|
2023
Q1 | $301K | Buy |
+4,443
| New | +$301K | 0.29% | 25 |
|
|
2022
Q3 | – | Sell |
-12,823
| Closed | -$899K | – | 52 |
|
|
2022
Q2 | $899K | Buy |
+12,823
| New | +$899K | 1.35% | 12 |
|