EMAM
Encompass More Asset Management’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 | $1.76M | Sell |
21,508
-10,555
| -33% | -$862K | 0.41% | 57 |
|
|
2025
Q1 | $2.53M | Buy |
32,063
+3,643
| +13% | +$287K | 0.75% | 38 |
|
|
2024
Q4 | $2.15M | Buy |
28,420
+22,623
| +390% | +$1.71M | 0.71% | 38 |
|
|
2024
Q3 | $468K | Sell |
5,797
-114
| -2% | -$9.21K | 0.18% | 96 |
|
|
2024
Q2 | $403K | Buy |
5,911
+1,999
| +51% | +$136K | 0.29% | 56 |
|
|
2024
Q1 | $257K | Buy |
+3,912
| New | +$257K | 0.21% | 74 |
|