DHJJ Financial Advisors’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 | $4K | Hold |
49
| – | – | ﹤0.01% | 627 |
|
|
2025
Q1 | $3.86K | Hold |
49
| – | – | ﹤0.01% | 590 |
|
|
2024
Q4 | $3.71K | Hold |
49
| – | – | ﹤0.01% | 573 |
|
|
2024
Q3 | $3.96K | Hold |
49
| – | – | ﹤0.01% | 556 |
|
|
2024
Q2 | $3.34K | Hold |
49
| – | – | ﹤0.01% | 527 |
|
|
2024
Q1 | $3.22K | Hold |
49
| – | – | ﹤0.01% | 524 |
|
|
2023
Q4 | $3.1K | Hold |
49
| – | – | ﹤0.01% | 519 |
|
|
2023
Q3 | $2.89K | Buy |
+49
| New | +$2.89K | ﹤0.01% | 522 |
|