Econ Financial Services’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 | – | Sell |
-16,402
| Closed | -$1.29M | – | 109 |
|
|
2025
Q1 | $1.29M | Buy |
16,402
+496
| +3% | +$39.1K | 0.69% | 51 |
|
|
2024
Q4 | $1.2M | Buy |
+15,906
| New | +$1.2M | 0.69% | 48 |
|
|
2024
Q3 | – | Sell |
-44,407
| Closed | -$3.03M | – | 111 |
|
|
2024
Q2 | $3.03M | Sell |
44,407
-99
| -0.2% | -$6.75K | 1.88% | 13 |
|
|
2024
Q1 | $2.92M | Buy |
44,506
+18,277
| +70% | +$1.2M | 1.81% | 15 |
|
|
2023
Q4 | $1.66M | Buy |
+26,229
| New | +$1.66M | 1.17% | 31 |
|
|
2022
Q1 | – | Sell |
-29,109
| Closed | -$2.08M | – | 207 |
|
|
2021
Q4 | $2.08M | Buy |
+29,109
| New | +$2.08M | 1.54% | 20 |
|