CA
CWC Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
12,457
-2,313
| -16% | -$189K | 0.53% | 49 |
|
|
2025
Q1 | $1.16M | Buy |
14,770
+4,612
| +45% | +$364K | 0.66% | 41 |
|
|
2024
Q4 | $769K | Sell |
10,158
-672
| -6% | -$50.9K | 0.77% | 37 |
|
|
2024
Q3 | $875K | Buy |
+10,830
| New | +$875K | 0.86% | 35 |
|