Evernest 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 | $1.45M | Buy |
17,785
+1,913
| +12% | +$156K | 0.47% | 45 |
|
|
2025
Q1 | $1.25M | Buy |
15,872
+241
| +2% | +$19K | 0.45% | 49 |
|
|
2024
Q4 | $1.18M | Buy |
15,631
+1,494
| +11% | +$113K | 0.31% | 54 |
|
|
2024
Q3 | $1.14M | Buy |
14,137
+8,126
| +135% | +$656K | 0.31% | 55 |
|
|
2024
Q2 | $410K | Buy |
6,011
+741
| +14% | +$50.5K | 0.18% | 94 |
|
|
2024
Q1 | $345K | Sell |
5,270
-91
| -2% | -$5.95K | 0.16% | 96 |
|
|
2023
Q4 | $340K | Buy |
+5,361
| New | +$340K | 0.17% | 103 |
|
|
2021
Q4 | $322K | Buy |
+5,347
| New | +$322K | 0.17% | 98 |
|