DWS
Dynamic Wealth Strategies’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 | $428K | Buy |
5,242
+679
| +15% | +$55.4K | 0.31% | 39 |
|
|
2025
Q1 | $360K | Sell |
4,563
-166
| -4% | -$13.1K | 0.3% | 39 |
|
|
2024
Q4 | $358K | Buy |
4,729
+344
| +8% | +$26K | 0.32% | 39 |
|
|
2024
Q3 | $354K | Buy |
4,385
+180
| +4% | +$14.5K | 0.29% | 38 |
|
|
2024
Q2 | $287K | Buy |
4,205
+1,880
| +81% | +$128K | 0.25% | 47 |
|
|
2024
Q1 | $153K | Buy |
2,325
+2,311
| +16,507% | +$152K | 0.13% | 81 |
|
|
2023
Q4 | $887 | Buy |
+14
| New | +$887 | ﹤0.01% | 241 |
|