Evolution Wealth 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 | $6.82M | Buy |
83,548
+2,179
| +3% | +$178K | 1% | 22 |
|
|
2025
Q1 | $6.42M | Buy |
+81,369
| New | +$6.42M | 1.07% | 21 |
|
|
2021
Q3 | – | Sell |
-1,307
| Closed | -$83K | – | 691 |
|
|
2021
Q2 | $83K | Buy |
1,307
+859
| +192% | +$54.6K | 0.02% | 175 |
|
|
2021
Q1 | $29K | Buy |
448
+52
| +13% | +$3.37K | 0.01% | 252 |
|
|
2020
Q4 | $25K | Buy |
+396
| New | +$25K | 0.01% | 239 |
|
|
2020
Q1 | – | Sell |
-185
| Closed | -$12K | – | 655 |
|
|
2019
Q4 | $12K | Buy |
+185
| New | +$12K | ﹤0.01% | 275 |
|